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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mike? Claim Your ProfileMike Kilpatrick is a financial advisor with Centaurus Financial, Inc., a firm with over 500 employees. Mike has been in the financial industry since 1985. Mike has worked for a number of firms, including IDS Life Insurance Company and American Express Financial Advisors Inc. Mike is registered as an investment advisor representative in California, Colorado, and Oregon. Mike is also registered as a securities representative in these states. Mike provides financial planning services to individuals, corporations, and high-net-worth individuals. Mike's firm is registered as a broker-dealer and investment advisor. The firm manages a wide range of investments, including equities, fixed income, and mutual funds.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/25/2020 - Present
Centaurus Financial, Inc. (CAMARILLO CA)
CA
11/26/2007 - 08/03/2010
CENTAURUS FINANCIAL, INC. (CAMARILLO CA)
CA
05/06/2002 - 10/05/2007
LINSCO/PRIVATE LEDGER CORP. (CAMARILLO CA)
MN
11/12/2001 - 05/17/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/31/1984 - 05/17/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
07/31/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 07/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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