Fort Collins, CO Office
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Centaurus Financial, Inc.
Enterprise
Firm-wide stats for Centaurus Financial, Inc.
About
Centaurus Financial, Inc. provides advisory and brokerage services to a broad mix of clients including individuals (both non‑HNW and high‑net‑worth), families, small businesses, corporations, trusts, and foundations. Its IARs deliver financial planning, portfolio management through the CLASSIC Plus platform (including FlexUMA and TPMM options), retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub‑accounts.
The firm offers both discretionary and non‑discretionary arrangements, with a larger share of assets managed on a non‑discretionary basis — $3.21 billion discretionary versus $6.53 billion non‑discretionary as of April 30, 2026 — and IARs employ a mix of fundamental, technical (including charting), bottom‑up and top‑down analysis. Clients may be placed on model overlay programs (FlexUMA) with a third‑party overlay manager, use tax‑overlay services, or be referred to approved third‑party money managers; the firm also has policies to permit a limited set of non‑traded alternative investments (including certain REITs and DPPs) in fee accounts under specified conditions.
Compared with many peers, Centaurus is dually registered as an RIA and a FINRA member broker‑dealer, has management personnel licensed as real estate brokers and insurance agents, and maintains procedures to hold and value certain illiquid real‑estate‑related investments in advisory accounts. Its disclosure history includes multiple regulatory matters resolved with the SEC and FINRA (including a FINRA finding in July 2026), and the firm describes specific conflicts‑of‑interest mitigations such as crediting back 12b‑1 fees and disclosing cash‑sweep and transition‑credit arrangements with its clearing firm.
Based on Centaurus Financial, Inc.
Expertise
Based on Centaurus Financial, Inc.
Location
125 S. Howes Street, Suite #910
Fort Collins CO 80521
Advisors at this office
3
Advisors at this office
Ulysses L
Series 63, Series 65
Fort Collins, CO
Centaurus Financial, Inc.
Ulysses Lalor is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company. His background includes experience in client and back-office support through an associate role at Bridgepoint Financial, LLC. 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 services, utilizing multiple analysis methods and both discretionary and non-discretionary arrangements.
Jeffrey R
CFP®, Series 66
Fort Collins, CO
Centaurus Financial, Inc.
Jeffrey Rittner is a CFP® professional with 16 years of industry experience, currently serving at Centaurus Financial, Inc. since 2016. Prior to that, he worked at Wells Fargo Clearing for six years. He serves on the board of RAMSTRENGTH, a nonprofit that supports local cancer patients and families in northern Colorado. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform and employs various analytical approaches along with discretionary and non-discretionary management arrangements.
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.
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