Curtis Edmark
Curtis Edmark is a registered investment advisor at Centaurus Financial, INC., based in Greenfield, WI, with 21 years of industry experience. Curtis 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
4811 S. 76th Street, Suite #401, Greenfield, WI, 53220
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2024Regulatory
January 2009Regulatory
December 2005Customer Dispute
February 2005Other Business ActivitiesSells Insurance
Curtis is an insurance agent selling annuities through Pioneer Financial Group LLC since 1986. This activity takes nearly full-time hours.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Usallianz Securities, INC.Broker
Guardian Investor Services CorporationBroker
Mutual of Omaha Fund Management CompanyBroker
State Registrations4 states
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
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