MichelleAnthony- Financial Advisor Tucson, AZ

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About Michelle Anthony

At our firm, we have the client and only the client in mind.

Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation.

From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals.

We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.

See Disclosures

General Information

Firm Start Year

1992

No. of Employees

10-19

automated call

CRD#

4512228

Firm CRD#

30833

Name of Broker/Dealer

Centaurus Financial Inc

Name of Custodial Firm

TD Ameritrade & Pershing LLC

States Licensed in

AZ, CA, CO, FL, MA, MD, NM, NY, OR, TX, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Foreign Languages Serviced

English, Spanish

Advisory Services Provided

Estate Planning & Trusts, Risk Management, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF^®

Securities Licenses

Series 31, Series 7, Series 66

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Property, Variable Life, Accident, Casualty, Long Term Care

Firm Information

Firm's Number of Clients

1000+

Firm's Number of Planning Clients

200+

Firm's Number of Managed Clients

800+

Assets Managed by Firm

$480,000,000

Assets Managed by Advisor

$450,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions, Based on Assets, Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1883991/paladinregistry-Modern-Wealth-Management-detailed-disclosure.html

Disclaimer

Securities and advisory services offered through Centaurus Financial, Inc. member FINRA and SIPC, a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Arizona, California, Colorado, Florida, Maryland, Massachusetts, New Mexico, Texas, and Wisconsin. Centaurus Financial, Inc., and Modern Wealth Management are not affiliated.

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Paladin Research Report For:

Michelle Anthony

Modern Wealth Management