Walter
Goeltz
Centaurus Financial, Inc
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About this Advisor
Walter Goeltz is a financial advisor working out of Henderson, Kentucky with a total of 6 years of industry experience. Goeltz is on the advisory team at Centaurus Financial, Inc. During their career, the advisor has held roles at H.Beck, Inc and Centaurus Financial Inc. Goeltz holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in California, Florida, Illinois, Indiana, Kentucky, Michigan, New York and Texas. Centaurus Financial, Inc is a registered investment business headquartered in Anaheim, CA. The firm has offices in 174 locations and a total of 616 advisors. It administers $5 billion in assets under management among its 32,255 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 32,255 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets. Centaurus Financial, Inc offers a number of 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. Financial advisory fee schedules are based on which service is provided. However, fee types charged by Centaurus Financial, Inc can consist of any blend 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
Walter Goeltz Work History
Walter has been registered as a financial advisor for 6 years.*
Centaurus Financial Inc
H.Beck, Inc
*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 Walter Goeltz 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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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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