James KieckhaferCRD Number: 3162088
Current Firm: Centaurus Financial, Inc.
James Kieckhafer (CRD# 3162088) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Irvine, CA and has over 19 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Centaurus Financial, Inc.||Irvine, CA||Dec 1998 - Current||19|
|Kieckhafer, Lane & Schiffer LLP||Irvine, CA||Oct 1991 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management1,203MILLIONS
Total Number of Accounts5,368ACCOUNTS
Average Account Value$224,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV