Michael
Hoffman
Centaurus Financial, Inc
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About this Advisor
Michael Hoffman is a chartered financial consultant working in Roseville, California who has 1 year of industry experience. Hoffman is on the advisory team at Centaurus Financial, Inc. Their career trajectory has included roles at Michael C. Hoffman Insurance And Financial Services, Strategic Business Advocates, Centaurus Financial, Inc, Centaurus Financial Services, Farmers Financial Solutions and Centaurus Finanical, Inc. Hoffman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California and Oregon. Centaurus Financial, Inc is an advisory business based out of Anaheim, CA. The company has offices in 174 locations and a total of 616 advisors. It manages $5 billion in total assets among its 32,255 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 32,255 customer accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm performs a number of services, such as 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. Fees for financial advisory services largely depend on which service is offered. Fees billed by Centaurus Financial, Inc most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$4,564,124,620
616
32,255
$141,501
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 Hoffman Work History
Michael has been registered as a financial advisor for 1 years.*
Centaurus Finanical, Inc
Michael C. Hoffman Insurance And Financial Services
Farmers Financial Solutions
Centaurus Financial, Inc
Centaurus Financial Services
Strategic Business Advocates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Hoffman 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
Lewisville, TX
Anaheim, CA
Milford, PA
Norwood, MA
Anaheim, CA
North Hills, CA
Arroyo Grande, CA
Shelton, CT
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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