Dennis Ibold
Dennis Ibold is a registered investment advisor at Centaurus Financial, INC., based in Chardon, OH, with 22 years of industry experience. Dennis 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
401 South Street, Building 2B, Chardon, OH, 44024
Get directionsHistory
Regulatory History (4)
Judgment / Lien
February 2020Judgment / Lien
January 2020Judgment / Lien
December 2019Judgment / Lien
June 2019Other Business Activities
Dennis uses Ibold Wealth Management as a DBA for branding and marketing purposes as a financial advisor. This activity is not investment-related.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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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