Marc
Wheeler

Centaurus Financial, Inc

CRD#5672482
Investment Advisor
in Littleton, CO

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About this Advisor

Marc Wheeler is a financial advisor working out of Littleton, Colorado who has 10 years of industry experience. Wheeler is currently employed by Centaurus Financial, Inc. During their career, the advisor has held roles at Rocky Mountain Center For Identity Protection, Centaurus Financial, Charter Financial Resources and Martin'S Golf Marketing, LLC. Wheeler has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, California, Colorado, Florida, Idaho, Minnesota, Montana, Nebraska, Nevada, North Carolina, Ohio, Oregon, South Carolina, South Dakota, Texas, Utah, Washington, Wisconsin and Wyoming. Centaurus Financial, Inc is a financial advisory firm that has its headquarters in Anaheim, CA. It has offices in 174 locations and a total of 616 advisors. It administers $5 billion in total assets across its 32,255 accounts, making it one of the largest firms in the nation by assets under management. Of its 32,255 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. Centaurus Financial, Inc provides a broad range 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Centaurus Financial, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

10 years

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

9335 Commerce Center Street Unit #B5
Littleton, CO 80129

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$4,564,124,620

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

616

CO Average: 43
Total Number of Accounts

32,255

CO Average: 3,727
Average Account Size

$141,501

CO 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

Marc Wheeler Work History

Marc has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Centaurus Financial

2011 - Present (13 years)

Rocky Mountain Center For Identity Protection

2009 - Present (15 years)

Charter Financial Resources

2009 - Present (15 years)

Martin'S Golf Marketing, LLC

*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 Marc Wheeler 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

Alexander Johnston
Lewisville, TX
Jaquelyn James
Arroyo Grande, CA
Francis Mcmanus
Norwood, MA
George Siracuse
Milford, PA
Patrick Mclane
Tomball, TX
Mark Nenninger
Anaheim, CA
David Martinez
Anaheim, CA
Michael Guttadaro
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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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.

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