Martin
Vanamen
Centaurus Financial, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Martin Vanamen is a financial advisor based in Draper, Utah with 5 years of relevant experience. Vanamen is an employee of Centaurus Financial, Inc. During their career, Vanamen has held roles at Centaurus Financial Inc, Ameriprise Financial Services Inc and Centaurus Financial, Inc. Vanamen has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, California, Colorado, Idaho, Minnesota, Nevada, North Dakota, Oregon, South Dakota, Texas, Utah and Wyoming. Centaurus Financial, Inc is a financial advisory firm that has its headquarters in Anaheim, CA. The firm has offices in 174 locations and a total of 616 employees. It has $5 billion in assets under management among its 32,255 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 32,255 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. The firm offers 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 advice typically vary depending on which services the firm provides the client. Fee types billed by Centaurus Financial, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Martin Vanamen Work History
Martin has been registered as a financial advisor for 5 years.*
Centaurus Financial, Inc
Ameriprise Financial Services Inc
Centaurus Financial 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 Martin Vanamen 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
Biloxi, MS
Lewisville, TX
Union City, TN
Pottstown, PA
Anaheim, CA
North Hills, CA
Milford, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
