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Todd Mclane

Centaurus Financial, INC.
44 Years of Experience
Montgomery, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Todd Mclane is a registered investment advisor at Centaurus Financial, INC., based in Montgomery, TX, with 44 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.

Centaurus Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
441 advisors
Number of Clients
45,336 clients
Average Client Portfolio
$215K average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

18001 West Highway 105, Suite #108, Montgomery, TX, 77356

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1988
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Todd uses "The McLane Agency/Mclane Advisors" as a DBA for branding purposes. He also sells life insurance and fixed annuities, dedicating a few hours per week to this activity, and owns McLane Asset Management LLC for expenses and payroll.

Employment History
Current Registrations
Centaurus Financial, INC.Broker
January 2023 - Present · 3 yrs 9 mos
Centaurus Financial, INC.
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
USA Financial Securities Corporation
October 2017 - January 2023 · 5 yrs 3 mos
USA Financial Securities CorporationBroker
October 2017 - January 2023 · 5 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
September 2009 - October 2017 · 8 yrs 1 mo
National Planning CorporationBroker
September 2009 - October 2017 · 8 yrs 1 mo
Fsc Securities CorporationBroker
February 2009 - September 2009 · 7 mos
Fsc Securities Corporation
February 2009 - September 2009 · 7 mos
Advantage Capital CorporationBroker
January 2000 - February 2009 · 9 yrs 1 mo
Advantage Capital Corporation
January 2000 - February 2009 · 9 yrs 1 mo
Advantage Capital CorporationBroker
November 1992 - December 1999 · 7 yrs 1 mo
Uslife Equity Sales CORP.Broker
November 1990 - November 1992 · 2 yrs
Advantage Capital CorporationBroker
November 1983 - October 1990 · 6 yrs 11 mos
Uslife Equity Sales CORP.Broker
March 1982 - September 1984 · 2 yrs 6 mos
State Registrations24 states
ALARCACOFLGAIAIDLAMDMSNCNMNVNYOHOKORSCSDTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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