Lisa Toi Scrantz

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

• 07/2002 → Present
  Centaurus Financial, Inc.
  Orange, CA
• 10/1983 → Present
  Bennett & Bennett Assoc. Inc.
  Baton Rouge, LA

Previous Registrations

• 2000-01-14 → 2002-07-22
  Equitable Advisors, Llc
  Baton Rouge, LA

Other Businesses

MANAGING PARTNER, BAUMANN/SCRANTZ REAL ESTATE PARTNERSHIP, 7125 JEFFERSON HIGHWAY, BATON ROUGE, LA 70806. NON INVESTMENT RELATED SINCE 01/1993 & I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. RENTAL REAL ESTATE & REAL ESTATE HOLDINGS PROPERTY MANAGEMENT. OWNER/MEMBER, INVESTMENT STRATEGIES GROUP, LLC, 7125 JEFFERSON HIGHWAY, BATON ROUGE, LA 70806. NON INVESTMENT RELATED SINCE 10/2002. DORMANT LLC SET UPR FOR TRADE NAME ONLY. CATTLE FARMER, SCRANTZ CATTLE RANCH/FARM, 220 SCRANTZ ROAD, KROTZ SPRINGS, LA 70750. NON INVESTMENT RELATED SINCE 11/2002 AND I SPEND APPROX. 48 HOURS PER MONTH ON THIS ACTIVITY. BEEF CATTLE SALES AND MANAGEMENT. OWNER/PRESIDENT, BENNETT & BENNETT ASSOCIATES, INC. 7125 JEFFERSON HIGHWAY, BATON ROUGE, LA 70806. NON INVESTMENT RELATED SINCE 06/1987 AND I SPEND APPROX. 150 HOURS PER MONTH ON THIS ACTIVITY. TAX PREPARATION, TAX CONSULTANT, ACCOUNTING & BOOKKEEPING. TRUSTEE SERVICES, 7125 JEFFERSON HIGHWAY, BATON ROUGE, LA 70806. NON INVESTMENT RELATED SINCE 07/2008 AND I SPEND APPROX. 10 HOURS PER MONTH ON THIS ACTIVITY. OVERSEE TRUST ASSETS.

Exams

• S66 Uniform Combined State Law Examination
  1999-07-07

Other Names

• Lisa Toi Scrantz