Michael
Obrien

Centaurus Financial, Inc

CRD#7033336
Investment Advisor
in Glendale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Obrien is a financial advisor based in Glendale, Arizona, working with Centaurus Financial, Inc. Michael has previously held positions at Centaurus Financial Inc, Argosy Financial, Vanguard, Ricoh Usa, Trilogy At Vistancia, and The Master's College. Michael has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Michael is part of Centaurus Financial, Inc, which operates out of Glendale, Arizona. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth clients. The services offered by the firm include 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

20325 N. 51St Avenue Suite #174
Glendale, AZ 85308

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$5,212,001,329

AZ Average: $7,578,581,321
Total Number of Employees

598

AZ Average: 43
Total Number of Accounts

30,814

AZ Average: 3,727
Average Account Size

$169,144

AZ Average: $2,033,427

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

Michael Obrien Work History

2023 - Present (1 year)

Centaurus Financial Inc

2020 - Present (4 years)

Argosy Financial

2018 - 2020 (2 years)

Vanguard

2017 - 2018 (1 year)

Ricoh Usa

2016 - 2017 (1 year)

Trilogy At Vistancia

2012 - 2016 (4 years)

The Master'S College

Disclosures

Please visit the SEC profile of Michael Obrien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Centaurus Financial, Inc

William Fuentes
Simi Valley, CA
Dylan Linsky
Anaheim, CA
George Siracuse
Milford, PA
Osvaldo Cisneros
Anaheim, CA
Ryan Halterman
Kennewick, WA
Stacey Corbello
Anaheim, CA
Joanna Mccomsey
Westlake Village, CA
Robert Nichols
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started