Fort Collins, CO Office

Team
Updated today

Client AUM

$9,670,998,815

Clients

45,194

Advisors

3

Of 426 advisors across 197 offices

Location

125 S. Howes Street, Suite #910

Fort Collins CO 80521

Advisors at this office

3

Advisors at this office

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Ulysses L

Series 65, Series 63

Fort Collins, CO

Centaurus Financial, Inc.

Ulysses Lalor is a financial advisor with Centaurus Financial, Inc. based in Fort Collins, CO. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC. He also has experience in client support and back-office functions through Bridgepoint Financial, LLC. 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 through its CLASSIC Plus platform, with a mix of discretionary and non-discretionary arrangements and a variety of investment analysis 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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Jeffrey R

CFP®, Series 66

Fort Collins, CO

Centaurus Financial, Inc.

Jeffrey Rittner is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2016. Prior to this, he worked for Wells Fargo Advisors LLC for six years. He serves on the board of the Lubick Foundation, a nonprofit supporting local cancer patients and families in Northern Colorado. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management through its CLASSIC Plus platform.

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

Series 66

Fort Collins, CO

Centaurus Financial, Inc.

Timothy Doud is a financial advisor with Centaurus Financial, Inc. in Fort Collins, CO, holding the Series 66 designation and 17 years of industry experience. He has worked with Waddell & Reed, Inc. and various insurance carriers before joining Centaurus Financial in 2017. He is also owner and president of T Doud LLC and Bridgepoint Financial, LLC, which he operates primarily for branding and tax purposes. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering both advisory and brokerage services. The firm employs a range of investment strategies and provides services such as financial planning, portfolio management, and retirement-plan consulting through its CLASSIC Plus platform.

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