Kennewick, WA Office

Calvin Halterman is a financial advisor with Centaurus Financial, Inc. in Kennewick, WA, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has been with Centaurus Financial since 2012 and previously worked at Pacific Crest Planning, Inc. since 2006. Outside of advisory work, Halterman is involved in community counseling services and serves as an instructor for educational programs for CPAs and attorneys. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting with both discretionary and non-discretionary arrangements, employing a variety of investment analyses and third-party management options.

James Turk is a financial advisor with Centaurus Financial, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he has been involved with Alpha III Wealth Management and owns 360 Service Solutions, LLC, an outside business operating since 2014. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and trusts. The firm offers financial planning, portfolio management, and specialized advisory services through various platforms and employs both discretionary and non-discretionary investment arrangements.

Ryan Halterman is a financial advisor with Centaurus Financial, Inc. in Kennewick, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at New York Life and Pacific Crest Planning. Halterman is also involved in non-investment marketing activities for PCP Consulting (Revel-E) and serves as Director of Marketing for Alpha 3 Wealth Management, where he works on tax mitigation strategies related to highly appreciated assets. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and trusts. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, utilizing both discretionary and non-discretionary arrangements with a variety of analytical approaches and specialized investment options.

Evan Harris is a financial advisor with Centaurus Financial, Inc. in Kennewick, WA, holding a Series 66 designation and two years of industry experience. He concurrently serves as Director of Client Relations at Alpha III Wealth Management, focusing on administrative work and client outreach. Centaurus Financial provides advisory and brokerage services to a diverse client base, offering financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.