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Kenneth J

Series 63, Series 65

Eugene, OR

Centaurus Financial, Inc.

Kenneth Jorgenson II is a financial advisor with Centaurus Financial, Inc. in Eugene, OR, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for 12 years. Outside of his advisory role, he volunteers as a youth sports coach and board member for Emerald Kidsports, a nonprofit serving the Eugene-Springfield area. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Brian R

Series 63, Series 66

Auburn Hills, MI

Centaurus Financial, Inc.

Brian Rener is a financial advisor at Centaurus Financial, Inc. in Auburn Hills, Michigan, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, Rener is the owner of BJR Financial Inc., where he manages overall business operations. Centaurus Financial, Inc. serves a broad client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing various analytical approaches and providing both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Rachel S

Series 66

Sequim, WA

Centaurus Financial, Inc.

Rachel Scott is a financial advisor with Centaurus Financial, Inc. in Sequim, WA, holding a Series 66 license and 18 years of industry experience. She has been with Centaurus Financial since 2008 and also serves as President of V.S. Associates, Inc., where she manages marketing and accounting functions for seminars. Additionally, she owns VSA Accounting Services, providing tax preparation and bookkeeping primarily for individuals, small businesses, and estates. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment approaches, including discretionary and non-discretionary portfolio management, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Michael G

Series 63, Series 65

Shelton, CT

Centaurus Financial, Inc.

Michael Guttadaro Jr. is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017 and previously at American Portfolios Financial Services from 2013 to 2017. Outside of advising, he is involved with the Connecticut Institute of Finance, where he provides tax preparation services, coaching, and life insurance discussions. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs both discretionary and non-discretionary investment strategies and integrates various analytical approaches with model overlay programs and third-party money managers.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Matthew R

Series 63, Series 65

Middletown, DE

Centaurus Financial, Inc.

Matthew Riley is a financial advisor with Centaurus Financial, Inc. in Middletown, Delaware, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Centaurus Financial and Affinity Wealth Management since 2007. Outside of his advisory work, Riley serves as a board member of the Middletown YMCA. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized services, employing both discretionary and non-discretionary approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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James N

Series 66, Series 63, Series 65

Blue Springs, MO

Centaurus Financial, Inc.

James Nelson is a financial advisor at Centaurus Financial, Inc. in Blue Springs, MO, holding Series 63, Series 65, and Series 66 designations with 31 years of industry experience. He has been with Centaurus Financial since 2011. Nelson operates under the DBA Nelson Wealth Management for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a combination of fundamental and technical analysis alongside discretionary and non-discretionary investment arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Patrick H

Series 63, Series 66

Anaheim, CA

Centaurus Financial, Inc.

Patrick Hobert is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He has been with Centaurus since 2007 and has operated as a self-employed advisor under his own name since 1982. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a mix of analytical approaches and both discretionary and non-discretionary account management.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Charles D

Series 66

Marlborough, MA

Centaurus Financial, Inc.

Charles Downey is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Centaurus in 2018, he worked at Lincoln Financial Advisors Corp for 14 years. Outside of his advisory role, he serves as president of Downey Insurance Agency, Inc., a retail insurance business he has been involved with since 1997. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a combination of fundamental, technical, and model overlay strategies.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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John S

Series 63, Series 65

Morgantown, WV

Centaurus Financial, Inc.

John Stolar is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He has worked at both Centaurus Financial and Orion Financial, LLC since 2002. Outside of his advisory work, he is involved with JMS Services LLC and provides services related to health and disability insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary strategies and various investment analyses.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jerry B

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Jerry Brown is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Centaurus Financial since 2012. Outside of advisory work, he owns J. F. Brown Financial Services, LLC, through which he markets life and long-term care insurance. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using a combination of discretionary and non-discretionary management with various analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Michael E

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Michael Elias is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and bringing 39 years of industry experience. His prior experience includes roles at Packerland Brokerage Services Inc. and Executive Design Insurance Services. Outside of his advisory work, he serves as president of Elite Wealth Advisors, where he focuses on life insurance, long-term care, and disability insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, and institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary strategies alongside third-party overlays and alternative investment options.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Steven S

Series 63, Series 65

Mercer Island, WA

Centaurus Financial, Inc.

Steven Schwartz is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2010. Outside of his advisory role, he serves as president of a financial life advisory firm used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services including financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Kate K

CFP®, Series 66

Irvine, CA

Centaurus Financial, Inc.

Kate King is a CFP®-certified financial advisor with 23 years of industry experience. She has been with Centaurus Financial, Inc. since 2010. In addition to her role at Centaurus, she is the owner and founder of The KFK Group and is involved with Waltz and King, both non-investment-related ventures. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary arrangements with various analytical approaches and specialized services.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jewell W

Series 63, Series 65

Virginia Beach, VA

Centaurus Financial, Inc.

Jewell Willis is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Centaurus Financial since 2007. Willis also owns and instructs workshops for Federal Employee Benefit Advisers, providing employee benefit training seminars to federal agencies. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm provides financial planning, portfolio management, and retirement-plan consulting through a variety of platforms and employs both discretionary and non-discretionary management approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Humberto L

Series 65, Series 63

Katy, TX

Centaurus Financial, Inc.

Humberto Larios is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Cambridge Investment Research Advisors and Primerica. Prior to his financial services career, he spent over two decades with Schlumberger Technology Corp. Outside of his advisory role, he is also a life insurance agent with SMARTPRO FINANCIAL. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, and institutions, offering financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts. The firm uses a combination of fundamental, technical, bottom-up, and top-down analysis and offers both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Travis C

Series 66

Holladay, UT

Centaurus Financial, Inc.

Travis Cornett is a financial advisor with Centaurus Financial, Inc. in Holladay, Utah, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2012. Cornett is also president of Out of Egress, Inc., a firm involved in financial planning and related activities. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, with both discretionary and non-discretionary management arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Stephen K

Series 63, Series 66

Auburn Hills, MI

Centaurus Financial, Inc.

Stephen Kremer is a financial advisor at Centaurus Financial, Inc. with 43 years of industry experience. He has been with Centaurus Financial since 1997. Outside of his advisory role, Kremer serves as a managing director at Brokerage Design and Development, where he trains registered representatives on best practices. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Paul G

CFP®, Series 63, Series 65

Banner Elk, NC

Centaurus Financial, Inc.

Paul Gargano is a CFP® professional with 27 years of industry experience, currently serving at Centaurus Financial, Inc. since 2004. He operates under the DBA Gargano Financial Group for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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James R

Series 63

Redlands, CA

Centaurus Financial, Inc.

James Riner is a financial advisor at Centaurus Financial, Inc. with 46 years of industry experience. He holds the Series 63 designation and has worked at Centaurus Financial in two separate periods totaling 10 years, as well as three years at Crown Capital Securities, LP. He is also the owner of James Riner & Associates, a non-investment related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jerome H

Series 63, Series 65

Hayden, ID

Centaurus Financial, Inc.

Jerome Hunsanger Jr. is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2015. He is also the owner of Hunsanger Financial Services, LLC, a non-investment-related business based in Spokane, WA. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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