Todd Walker
Todd Walker is a registered investment advisor at Centaurus Financial, INC., based in Centennial, CO, with 31 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
7385 E. Peakview Avenue, Centennial, CO, 80111
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2025Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Todd owns property and rents office space to Arapaho Asset Management, and also consults on business sales. He is also involved in the sale, collection, and advising of fine art, and teaches classes for corporations through community colleges. Todd sells securities and insurance products through Centaurus Financial, dedicating a few hours per week.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Arapaho Asset Management LLC
Leonard and Company
Leonard & CompanyBroker
First of Michigan CorporationBroker
Locust Street Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations29 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.