Patrick Kearns
Patrick Kearns is a registered investment advisor at Centaurus Financial, INC., based in Scottsdale, AZ, with 25 years of industry experience. Patrick 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
4835 East Cactus Road, Suite 255, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Patrick is the owner/partner of 345 Wealth Management, LLC. He is also an insurance broker with BackNine Insurance since 2021, selling term life insurance, and acts as POA/trustee for immediate family members.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
345 Investment Advisory, LLC
Previous Registrations
Equitable Advisors, LLC
AXA Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations26 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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