Marc Adam Wheeler
Investment adviser representative at Centaurus Financial, Inc.
17 yearsExperience
22 statesRegistered in
$9.7BFirm assets
27 yearsFirm in business
Are you Marc Adam Wheeler? Claim your profile
Contact this firm
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.Jul 2012 to now
- Rocky Mountain Center for Identity ProtectionDec 2011 to now
- Martin's Golf Marketing, LLC.Oct 2009 to now
- Charter Financial ResourcesMay 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 22 states (AZ, CA, CO, FL, ID, IL, MA, MI, MT, NC, NE, NV, NY, OH, OR, SC, SD, TX, UT, WA, WI, WY).
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
- 5672482
- Firm CRD
- 30833