Robert
Schimmel

Centaurus Financial, Inc

CRD#846314
Investment Advisor
in Fort Myers, FL

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About this Advisor

Robert Schimmel is a financial advisor working out of Fort Myers, Florida with a total of 8 years of industry experience. Schimmel is an advisor for Centaurus Financial, Inc. Over the course of their career, they have held roles at J.P. Turner & Company, LLC and Centaurus Financial, Inc. Schimmel has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Delaware, Florida, Illinois, Indiana, Maine, Massachusetts, New Jersey, Pennsylvania and Texas. Centaurus Financial, Inc is an advisory firm that has its headquarters in Anaheim, CA. The investment advisory business has offices in 174 locations and a total of 616 people on staff. It oversees $5 billion in assets under management across its 32,255 client accounts, making it one of the biggest firms in the country by assets under management. Of its 32,255 customer accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. Centaurus Financial, Inc provides 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. Financial management fee schedules typically are based on which service is provided. However, fee types billed by Centaurus Financial, Inc likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

5237 Summerlin Commons Blvd.
Fort Myers, FL 33907

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$4,564,124,620

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

616

FL Average: 43
Total Number of Accounts

32,255

FL Average: 3,727
Average Account Size

$141,501

FL 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

Robert Schimmel Work History

Robert has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Centaurus Financial, Inc

2010 - 2015 (5 years)

J.P. Turner & Company, 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 Robert Schimmel 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

Roger Walker
Union City, TN
Patrick Mclane
Tomball, TX
Randall Harless
Anaheim, CA
Lonna Weems
North Hills, CA
David Martinez
Anaheim, CA
John Griz
Simpsonville, SC
Michael Guttadaro
Shelton, CT
Alexander Johnston
Lewisville, TX

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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