Tyler David Shumaker
Investment adviser representative at Centaurus Financial, Inc.
14 yearsExperience
11 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
14 years in the industry.
- Centaurus Financial, Inc.May 2025 to now
- Secure Investment Management, LLCApr 2025 to Apr 2025
- Wells Fargo Clearing Services, LLCNov 2023 to Mar 2025
- Centaurus Financial IncOct 2011 to Nov 2023
- Advantage Real EstateMar 2011 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 11 states (AZ, CA, CO, FL, GA, ID, NY, SC, TX, UT, 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
- 5987697
- Firm CRD
- 30833