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Kurt Willliam Moseley

Investment adviser representative at Centaurus Financial, Inc.
16 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

16 years in the industry.

  1. Centaurus Financial, Inc.Mar 2012 to now
  2. Brokerage Design & DevelopmentFeb 2010 to now

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 10 states (AZ, CA, HI, ID, NC, NJ, NY, OR, TX, WA).

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
5764176
Firm CRD
30833
Advisor's SEC record (opens in a new tab)
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