Terri Lynn Fassi

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

• 01/2007 → Present
  Centaurus Financial, Inc.
  Orange, CA

Other Businesses

1. FINANCIAL EDUCATORS NETWORK, LLC, NON-INVESTMENT RELATED, WINDSOR, CO 80550, TEACHING CLASSES, MEMBER, SINCE 1/1/2019, DEVOTED TIME IS 2 HOURS A MONTH, INSTRUCTOR,PROMOTE FINANCIAL EDUCATION THROUGH TEACHING MODERN RETIREMENT, DIVORCE, TAX AND SOCIAL SECURITY CLASSES. 2. TERRI FASSI, CPA, NON-INVESTMENT RELATED, WINDSOR, CO 80550, TAX AND ACCOUNTING, CPA, SINCE 1/1/2019, DEVOTED TIME IS ONE HOUR A MONTH, PREPARE TAX RETURN. 3. C&T ASSET PROTECTION TRUSTS DBA FASSI FINANCIAL NETWORK, SINCE 4/30/2012, P.O. BOX 9, WINDSOR, CO 80550, MARKETING ASSET PROTECTION TRUSTS TO BUSINESS OWNERS, DEVOTED TIME IS 10 HRS A MONTH, NON-INVESTMENT RELATED. 4. FFN, MEMBER, SINCE 7/1/2010, 125 S. HOWES STREET, SUITE 910, FT. COLLINS, CO 80521, FINANCIAL SUPPORT PURSUANT TO DIVORCE, I PREPARE FINANCIAL REPORTS TO SHOW THE EFFECT ON BOTH PARTIES OF VARIOUS SETTLEMENT PROPOSALS, DEVOTED TIME IS 15 HRS A MONTH, NON-INVESTMENT RELATED. 5. TERRI FASSI, NON-INVESTMENT RELATED, WINDSOR, CO 80550, SALES OF WHOLE LIFE, UNIVERSAL LIFE AND FIXED ANNUITIES AND SERVICING OF EXISTING POLICIES, SOLE PROPRIETOR, SINCE 6/1/2019, DEVOTED TIME IS 4 HOURS A MONTH, SALE OF A WHOLE LIFE POLICY AND UNIVERSAL LIFE POLICY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-31
• S63 Uniform Securities Agent State Law Examination
  1998-06-19

Other Names

• Terri Lynn Phelps
• Terri Lynn Wojcicki