TrueAdvisor
TrueAdvisor
MA
MA

Michelle Anthony

Centaurus Financial, INC.
22 Years of Experience
Tucson, AZ
6 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Michelle Anthony is a registered investment advisor at Centaurus Financial, INC., based in Tucson, AZ, with 22 years of industry experience. Michelle 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
442 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

3567 E. Sunrise Drive, Suite #101, Tucson, AZ, 85718

Get directions

History

Regulatory History (6)
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.
Customer Dispute
January 2025
Closed-No Action
Customer Dispute
June 2024
Settled
Customer Dispute
July 2023
Closed-No Action
Customer Dispute
June 2023
Settled
Customer Dispute
May 2022
Settled
Employment Separation After Allegations
August 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michelle offers group health insurance and sells term insurance, long-term care, Medicare, and fixed annuities through Modern Insurance AZ, LLC, dedicating minimal time to these activities. She is also involved in various other ventures, including teaching financial literacy, marketing companies, and managing real estate, each requiring minimal time commitment.

Employment History
Current Registrations
Centaurus Financial, INC.
August 2014 - Present · 12 yrs 2 mos
Centaurus Financial, INC.Broker
August 2014 - Present · 12 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - September 2014 · 3 yrs 8 mos
Wells Fargo Advisors, LLCBroker
January 2011 - September 2014 · 3 yrs 8 mos
Wells Fargo Investments, LLC
May 2010 - January 2011 · 8 mos
Wells Fargo Investments, LLCBroker
May 2010 - January 2011 · 8 mos
Chase Investment Services CORP.
September 2006 - May 2010 · 3 yrs 8 mos
Chase Investment Services CORP.Broker
September 2006 - May 2010 · 3 yrs 8 mos
Morgan Stanley Dw INC.Broker
October 2003 - September 2006 · 2 yrs 11 mos
State Registrations18 states
ALAZCACOLAMAMDNCNENJNMNVORPATXVAWAWI
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.
More Advisors
More financial advisors in Tucson, AZ →All financial advisors in Arizona →