Thomas Wiltz
Thomas Wiltz is a registered investment advisor at Centaurus Financial, INC., based in Biloxi, MS, with 35 years of industry experience. Thomas 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
2574 Marcia Court, Suite B, Biloxi, MS, 39531
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2025Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Thomas is the owner/advisor of Platinum Capital Advisors, where he places clients in life insurance and annuity products. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.