John Geisbauer, financial advisor Irvine CA

John Geisbauer

CRD Number: 2927334
Current Firm: Centerpoint Financial Management LLC

John Geisbauer (CRD# 2927334) is an Investment Advisor Representative working at Centerpoint Financial Management LLC in Irvine, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Centerpoint Financial Management LLC Newport Beach, CA Aug 2019 - Current 4
Independent Consultant Newport Beach, CA Jul 2019 - Current 5
Brunton Management Company Newport Beach, CA Jul 2008 - Jul 2019 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for John P. Geisbauer
Phone Number: 949-753-2875
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $284,504
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA

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