Ryan
Halterman
Centaurus Financial, Inc
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About this Advisor
Ryan Halterman is a financial advisor operating in Kennewick, Washington with 2 years of relevant experience. Halterman works at Centaurus Financial, Inc. Over the course of their career, they have held roles at New York Life, Eastern Washington University, Pacific Crest Planning, Senske Lawn Care, Legacy Pools, Ca Sales, Centaurus Financial Inc, Lyft and Southridge High School. Halterman has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Idaho and Washington. Centaurus Financial, Inc is a financial advisory business that has its headquarters in Anaheim, CA. It has offices in 174 locations and a total of 616 people on staff. It manages $5 billion in assets under management between its 32,255 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 32,255 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Centaurus Financial, Inc most likely are comprised 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
Ryan Halterman Work History
Ryan has been registered as a financial advisor for 2 years.*
Centaurus Financial Inc
New York Life
Centaurus Financial Inc
Eastern Washington University
Eastern Washington University
Lyft
Pacific Crest Planning
Senske Lawn Care
Eastern Washington University
Legacy Pools
Ca Sales
Southridge High School
*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 Ryan Halterman 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
Anaheim, CA
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Tomball, TX
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Arroyo Grande, CA
Simpsonville, SC
Anaheim, CA
Norwood, MA
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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