Kimberly Ann Robinson
Investment adviser representative at Centaurus Financial, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Centaurus Financial, Inc.Mar 2025 to now
- Herdt BrinkerhoffOct 2024 to now
- Solelycustom LLCDec 2023 to now
- Navigate Private WealthSep 2021 to Aug 2024
- Weber State UniversityJan 2018 to Sep 2022
- HomemakerJan 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7993367
- Firm CRD
- 30833