Joshua K Tootle
Investment adviser representative at Centaurus Financial, Inc.
17 yearsExperience
10 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
17 years in the industry.
- Centaurus Financial, Inc.Oct 2025 to now
- AgiaDec 2022 to Sep 2025
- Valic Financial Advisors, Inc.Feb 2019 to Sep 2025
- Questar Asset ManagementNov 2016 to Feb 2019
- Questar Capital CorporationNov 2016 to Feb 2019
- Ameritas Investment CorpJun 2015 to Nov 2016
- Platinum Capital AdvisorsJan 2009 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 10 states (AL, CA, FL, GA, LA, MI, MO, 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
- 5664986
- Firm CRD
- 30833