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Martin J Vanamen

Centaurus Financial, Inc.

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About Martin J Vanamen

Martin Vanamen is a financial advisor registered with Centaurus Financial, Inc. with 35+ years of experience in the financial services industry. Martin has held previous positions with Ameriprise Financial Services, Inc., Paulson Investment Company, Inc., Investment Management Corporation, Wachovia Securities, Inc., U.S. Bancorp Piper Jaffray Inc., Dain Rauscher Incorporated, PaineWebber Incorporated and Fidelity Brokerage Services, Inc.. Martin holds Series 6, 7 and 63 securities licenses and Series 65 investment advisor licenses. Martin is a registered investment advisor representative in 12 states. Martin is available to provide financial advice to individuals, corporations, and other businesses.

Firm Information

Martin Vanamen is currently registered with Centaurus Financial, Inc.. Centaurus Financial, Inc. is a corporation formed in August 1992 and headquartered in Anaheim, California. The firm provides a variety of advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and wrap fee programs. Centaurus Financial, Inc. serves a wide range of clients including individuals, businesses, high-net-worth individuals, and corporations. The firm has regulatory assets under management exceeding $6.2 billion, including discretionary and non-discretionary accounts.
Centaurus Financial, Inc.

2300 EAST KATELLA AVE

ANAHEIM, CA 92806

$6.28B

Assets Under Management

Not reported

Total Clients

510

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Martin Vanamen’s Registration & Firm History

UT

01/15/2019 - Present

Centaurus Financial, Inc. (DRAPER UT)

UT

03/27/2018 - 12/19/2018

AMERIPRISE FINANCIAL SERVICES, INC. (Draper UT)

UT

04/02/2012 - 04/20/2018

CENTAURUS FINANCIAL, INC. (DRAPER UT)

UT

11/01/2007 - 04/02/2012

PAULSON INVESTMENT COMPANY, INC. (DRAPER UT)

UT

11/22/2002 - 11/23/2007

INVESTMENT MANAGEMENT CORPORATION (DRAPER UT)

MO

11/09/2001 - 11/15/2002

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

MN

04/09/1998 - 11/29/2001

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

NY

03/02/1998 - 04/15/1998

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

10/05/1994 - 03/02/1998

DAIN RAUSCHER INCORPORATED

NJ

11/01/1989 - 10/26/1994

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

RI

12/02/1987 - 11/15/1989

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 09/21/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1989

Series 7 - General Securities Representative Examination

BC

Issued 11/30/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Martin J Vanamen. Review regulatory record here.
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