Fremont, MI 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
38 E. Sheridan
Fremont MI 49412
Advisors at this office
3
Advisors at this office
Steven B
Series 63, Series 65
Fremont, MI
Centaurus Financial, Inc.
Steven Burt is a financial advisor with Centaurus Financial, Inc. in Fremont, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Centaurus Financial since 2010 and has operated Oosting Burt & Associates since 1990, along with working as an enrolled agent since 1983. Outside of advising, Burt is involved in multiple business ventures including a vineyard partnership, grocery management, and serving as secretary of a pizza company. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm employs various investment approaches through discretionary and non-discretionary arrangements, utilizing platforms such as CLASSIC Plus and offers specialized retirement and annuity advisory services.
Scott O
Series 63, Series 65
Fremont, MI
Centaurus Financial, Inc.
Scott Oosting is a financial advisor with Centaurus Financial, Inc. in Fremont, Michigan, holding Series 63 and Series 65 registrations and 38 years of industry experience. He has been with Centaurus Financial since 2010 and also co-owns Oosting, Burt & Associates, a firm providing tax preparation, management, accounting, audit, and review services for over three decades. Outside of financial services, Oosting is involved in training and breeding Standardbred racehorses and participates in agricultural and retail businesses including crop raising, custom butchering of beef, and water-powered jetpack rentals. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mixture of fundamental and technical analysis across discretionary and non-discretionary arrangements.
Jacob B
Series 66
Fremont, MI
Centaurus Financial, Inc.
Jacob Burt is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, INC. and Oosting, Burt & Associates LLP, where he also assists with tax preparation. 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 specialized consulting through a range of discretionary and non-discretionary arrangements using multiple analytical approaches.
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