Thomas Joseph Wiltz
Investment adviser representative at Centaurus Financial, Inc.
26 yearsExperience
9 statesRegistered in
$9.7BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
26 years in the industry.
- Centaurus Financial, Inc.Mar 2022 to now
- Platinum Capital AdvisorsJan 2000 to now
- Woodbury Financial Services, Inc.Mar 2019 to Mar 2022
- Questar Asset ManagementNov 2016 to Mar 2019
- Questar Capital CorporationNov 2016 to Mar 2019
- Ameritas Investment CorpSep 2010 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 9 states (AL, CA, FL, GA, LA, MI, MS, OH, TX).
Centaurus Financial, Inc.
$9.7BAssets managed
45,336Clients
424Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2146135
- Firm CRD
- 30833