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Gregory Kinkead

Centaurus Financial, INC.
32 Years of Experience
Las Vegas, NV
13 DisclosuresBrokerSells Insurance
View SEC Summary
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Gregory Kinkead is a registered investment advisor at Centaurus Financial, INC., based in Las Vegas, NV, with 32 years of industry experience. Gregory 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

1980 Festival Plaza Drive, Suite #300, Las Vegas, NV, 89135

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History

Regulatory History (13)
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.
Judgment / Lien
December 2022
Customer Dispute
August 2019
Settled
Judgment / Lien
December 2018
Judgment / Lien
June 2018
Judgment / Lien
December 2016
Judgment / Lien
November 2016
Judgment / Lien
November 2015
Customer Dispute
January 2005
Denied
Customer Dispute
May 2003
Denied
Customer Dispute
April 2003
Denied
Customer Dispute
March 2003
Denied
Customer Dispute
March 2003
Denied
Customer Dispute
October 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory is the CEO/Founder of Kinkead Wealth Management and Annuities Made Simple, focusing on marketing and educational events, dedicating about a quarter of his time to the latter. He is also the CEO/Founder of Kinkead Insurance Services, marketing term life, fixed life, LTC insurance, Medicare supplements, and fixed annuities, spending about 10-20% of his time on this.

Employment History
Current Registrations
Centaurus Financial, INC.
January 2010 - Present · 16 yrs 9 mos
Centaurus Financial, INC.Broker
January 2010 - Present · 16 yrs 9 mos
Previous Registrations
Securities America, INC.Broker
January 2009 - January 2010 · 1 yr
Ameriprise Financial Services, INC.
December 2008 - January 2010 · 1 yr 1 mo
Ameriprise Financial Services, INC.Broker
December 2008 - January 2010 · 1 yr 1 mo
Summit Financial Group INC
May 2004 - December 2008 · 4 yrs 7 mos
Summit Brokerage Services, INC.Broker
May 2004 - December 2008 · 4 yrs 7 mos
UBS Financial Services INC.
January 2003 - June 2004 · 1 yr 5 mos
UBS Financial Services INC.Broker
November 2002 - June 2004 · 1 yr 7 mos
Salomon Smith Barney INC.Broker
May 1994 - December 2002 · 8 yrs 7 mos
State Registrations11 states
AZCAFLILINMSNMNVPATNTX
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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