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Kristi K

Series 66

Lafayette, LA

Centaurus Financial, Inc.

Kristi Kelly is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Centaurus since 2018. Kelly is also involved with Broussard-Kelly Financial Group, where she serves as an insurance agent and operations manager, focusing on insurance sales and client consultations. 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, retirement-plan consulting, and specialized advisory services using a mix of fundamental and technical analysis under 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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