Marc
Wheeler
Centaurus Financial, Inc
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About this Advisor
Marc Wheeler is a financial advisor based in Littleton, Colorado, working with Centaurus Financial, Inc. Marc has previously worked at Centaurus Financial, Charter Financial Resources, Martin'S Golf Marketing, LLC, and Rocky Mountain Center For Identity Protection. Marc has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, Colorado, Florida, Idaho, Michigan, Montana, Nebraska, Nevada, North Carolina, Ohio, Oregon, South Carolina, South Dakota, Texas, Utah, Washington, Wisconsin, and Wyoming. Marc is currently part of Centaurus Financial, Inc, which operates out of Littleton, Colorado. The firm has 280 offices and 580 employees. Centaurus Financial, Inc manages $6.3 billion in assets and serves high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and educational seminars. The fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$6,276,899,920
580
34,053
$184,327
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Marc Wheeler Work History
Centaurus Financial
Rocky Mountain Center For Identity Protection
Charter Financial Resources
Martin'S Golf Marketing, LLC
Disclosures
Please visit the SEC profile of Marc Wheeler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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