Peter
Wierenga

Centaurus Financial, Inc

CRD#4330286
Investment Advisor
in Boise, ID

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About this Advisor

Peter Wierenga is a financial advisor based in Boise, Idaho, working with Centaurus Financial, Inc. Peter has previously held positions at Gutenberg College, Inc, Centaurus Financial, Inc, and Moi Advisory. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Iowa, Maryland, Nevada, Ohio, Oregon, and Washington. Currently, Peter is part of Centaurus Financial, Inc, which operates out of Boise, Idaho. 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 63, Series 65

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

723 N. Mitchell Street Suite #202
Boise, ID 83704

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$5,212,001,329

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

598

ID Average: 43
Total Number of Accounts

30,814

ID Average: 3,727
Average Account Size

$169,144

ID 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

Peter Wierenga Work History

2014 - Present (10 years)

Centaurus Financial, Inc

2014 - Present (10 years)

Moi Advisory

2004 - Present (20 years)

Gutenberg College, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Peter Wierenga 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

Alexis Reynoso
Riverside, CA
Natan Mckenzie
Glen Allen, VA
Jeffrey Thomas
Lexington, SC
Alexander Johnston
Lewisville, TX
Ryan Halterman
Kennewick, WA
Angel Davis
Roseville, CA
William Fuentes
Simi Valley, CA
Zachry Fearing
Lewisville, TX

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.

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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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