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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Centaurus Financial, Inc. 8 years, 8 months Feb 2011 - Present
Qa3 Financial LLC 2 years, 3 months Nov 2008 - Feb 2011
Qa3 Financial Corp 2 years, 3 months Nov 2008 - Feb 2011
Michael C. Hoffman Insurance and Financial Services 39 years, 12 months Nov 1979 - Present
Strategic Business Advocates 39 years, 12 months Nov 1979 - Present

Designations & Memberships

  • Society of Financial Service Professionals
    Membership
    Society of Financial Service Professionals
    For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 15,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium. Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance. Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Registered Financial Consultant
    Designation
    Registered Financial Consultant
    Supplemental online designation for already-certified advisors who are interested in additional knowledge in the wealth management industry

Articles and Answers

Insights by Michael Hoffman

    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 4, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 4, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Centaurus Financial, Inc.

    Last updated on Sept. 5, 2018
      • $2.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 12K
        Accounts
      • $189.9K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Commissions