Ryan Andrew Lundquist

Employer firm

Centaurus Financial, Inc. CRD 30833

$9.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 03/2018
  Centaurus Financial, Inc.
  Anaheim, CA
• 03/2018 → 12/2018
  Ameriprise Financial Services Inc
  Orem, UT
• 01/2019 → Present
  Centaurus Financial Inc.
  Anaheim, CA

Previous Registrations

• 2018-07-20 → 2018-12-19
  Ameriprise Financial Services, Llc
  Orem, UT

Other Businesses

1. SRT WEALTH PARTNERS POSITION: Financial Advisor NATURE: DBA for the purpose of marketing and branding only; INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2025 ADDRESS: 79 West 900 North, Suite D, Springville UT 84663, United States DESCRIPTION: DBA for Marketing and branding purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-20
• S63 Uniform Securities Agent State Law Examination
  2015-06-01

Other Names

• Ryan Lundquist