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Royce R

Series 66

Irvine, CA

Centaurus Financial, Inc.

Royce Running is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2013. Outside of his advisory role, Running is involved in real estate ventures, including managing rental properties and participating in a family-run residential fix-and-flip business. 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 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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Eduardo C

Series 66

Tucson, AZ

Centaurus Financial, Inc.

Eduardo Cervantes is a financial advisor with Centaurus Financial, Inc. in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, NA. He serves as a board member of the American Pediatric Surgical Nurses Association. 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 services, utilizing a combination of fundamental, technical, bottom-up, and top-down analysis.

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

PFS™, Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Carlos Rasmussen is a financial advisor with Centaurus Financial, Inc., holding the PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience, including 15 years at Centaurus Financial and ongoing leadership at Rasmussen Capital Management Inc., where he serves as President and CEO. Outside of his advisory role, he is involved in insurance sales, business consulting, and serves as corporate secretary for a clinical counseling and life coaching organization. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary strategies with a combination of fundamental and technical analysis.

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

Series 63, Series 65

Laguna Niguel, CA

Centaurus Financial, Inc.

Lawrence Smith is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, he owns and operates a sales business called First Portfolio Financial. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management solutions, including discretionary and non-discretionary arrangements, employing various analytical approaches and third-party resources.

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

Series 63, Series 65

Arroyo Grande, CA

Centaurus Financial, Inc.

Thomas Paine is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Centaurus Financial since 2006 and has operated in long-term care insurance marketing since 1986. Paine serves as Chair of the Investment Committee for Avila Valley Mutual Water Company, a private water district board. Centaurus Financial, Inc. provides advisory and brokerage services to 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 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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Chad A

Series 66

Westlake Village, CA

Centaurus Financial, Inc.

Chad Anderson is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial and Coles Capital Management since 2018. Prior to his advisory roles, he worked outside the financial sector at Corky's Kitchen & Bakery and served at California Polytechnic State University, San Luis Obispo. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, providing financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts. The firm employs a combination of fundamental, technical, and top-down analysis across 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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Andrew S

CFP®, ChFC®, Series 66

Honesdale, PA

Centaurus Financial, Inc.

Andrew Sheard is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at Centaurus Financial since 2020, following prior roles at PCP Consulting and Hantz Financial Services. He serves as treasurer of the Calkins Union Cemetery Association, a volunteer position involving financial oversight. Centaurus Financial, Inc. provides advisory and brokerage services to 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 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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Christopher S

CFP®, Series 63, Series 65

Germantown, TN

Centaurus Financial, Inc.

Christopher Stewart is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Centaurus Financial, Inc. since 2018 and previously spent seven years at Woodbury Financial Services, Inc. Stewart is also involved with CGM Risk Management, providing property and casualty insurance services to clients. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, providing both discretionary and non-discretionary arrangements with a combination of fundamental and technical analysis.

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

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Joseph Papez Jr. is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 33 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 manages insurance services including term life, whole life, health, and disability insurance through a separate business. 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, and retirement-plan consulting through various platforms, utilizing both 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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John S

Series 63

Anaheim, CA

Centaurus Financial, Inc.

John Stephens Jr. is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and 40 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, he owns Stephens Financial & Insurance Services, a non-investment related branding entity. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and trusts, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm provides both discretionary and non-discretionary management, employing various analytical approaches and specialized advisory 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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Steven N

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Steven Nielsen is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Centaurus Financial since 2017 and has been involved with Nielsen Wealth Management Group since 2010. Outside of advisory roles, he is active in teaching financial awareness seminars to the public and participates in a deferred sales trust marketing team, as well as managing a tax preparation business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management, employing a mix of fundamental, technical, and 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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Scott B

Series 63

Aptos, CA

Centaurus Financial, Inc.

Scott Bloom is a financial advisor with Centaurus Financial, Inc. in Aptos, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Centaurus Financial since 1999 and concurrently provides services at Pacific Tax Service since 1979. 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 analysis methods and provides both discretionary and non-discretionary portfolio management, along with specialized services such as 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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Jeffrey S

Series 63

Lauderdale by the Sea, FL

Centaurus Financial, Inc.

Jeffrey Seltzer is a financial advisor with Centaurus Financial, Inc. He holds a Series 63 designation and has 34 years of industry experience. Prior to his current role at Centaurus Financial, he worked at Cetera Advisors LLC and First Allied Advisory Services. Outside of advisory services, he serves as president of Seltzer & Company, Inc., an agency offering health insurance and Medicare plans. 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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James S

Series 63

Montgomery, TX

Centaurus Financial, Inc.

James Schulmire is a financial advisor at Centaurus Financial, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked at Centaurus Financial since 2023. His prior experience includes roles at USA Financial Securities and National Planning Corporation. Schulmire also engages in life insurance sales through McLane Agency Inc., a business he has been involved with since 1978. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management, utilizing a combination of fundamental and technical analysis, and provides specialized services such as 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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Michelle A

Series 66

Tucson, AZ

Centaurus Financial, Inc.

Michelle Anthony is a financial advisor with Centaurus Financial, Inc., holding a Series 66 designation and 22 years of industry experience. She has been with Centaurus Financial since 2014. Outside of her advisory role, she serves as a board member for the Arizona Financial Academy, a nonprofit focused on financial literacy, where she volunteers to teach adult financial literacy classes. 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, and retirement-plan consulting through a variety of platforms and employs a mix of analytical approaches with 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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Arthur S

Series 63, Series 65

Kenosha, WI

Centaurus Financial, Inc.

Arthur Siegel is a financial advisor at Centaurus Financial, Inc. in Kenosha, WI, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2008, alongside running Art Siegel Associates since 1988. Outside of advisory services, he is a licensed insurance agent focusing on fixed life insurance, annuities, health insurance, and long-term care. 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, and retirement-plan consulting with a mix of discretionary and non-discretionary arrangements, employing various analytical approaches and utilizing specialized platforms such as CLASSIC Plus and FlexUMA.

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

Series 63, Series 66

Los Alamitos, CA

Centaurus Financial, Inc.

Tammi Reinders is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Coordinated Capital Securities, Inc. for 21 years before joining Centaurus Financial in 2020. Outside of her advisory role, she is a co-owner of Reinders Tax, a tax preparation business. 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 and portfolio management through its CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

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

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

George Nabeshima is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over 25 years at The Prudential Insurance Company of America and Pruco Securities, LLC, as well as experience in academic roles at the University of Hawaii and Kansas State University. He is also the owner of Seasons Quest Asset Management. 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 a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and management of annuity and variable life sub-accounts, employing both discretionary and non-discretionary 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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Wilmer C

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Wilmer Cordoba is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA, holding a Series 66 credential and seven years of industry experience. He previously worked at Morgan Stanley and currently serves as a portfolio manager for Nest Egg ETFs, LLC. Cordoba is also involved in insurance and annuity advisory roles through independent agencies. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through multiple platforms, managing a combination of discretionary and non-discretionary assets.

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

Series 63, Series 65

Las Vegas, NV

Centaurus Financial, Inc.

Gregory Kinkead is a financial advisor at Centaurus Financial, Inc. in Las Vegas, NV, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2010. Kinkead is the founder and CEO of Kinkead Wealth Management and Annuities Made Simple, both focused on investment services and financial education through marketing campaigns and client workshops. Centaurus Financial, Inc. provides advisory and brokerage services to 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 services including the 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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