BR
Brian J. Rener
CENTAURUS FINANCIAL
AUBURN HILLS, MI 48326
Some features on this profile are disabled
CRD#: 1660996
BR
Professional summary
Brian Joseph Rener is a registered financial advisor currently at CENTAURUS FINANCIAL, INC. located in Auburn Hills, Michigan.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Brian has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 6, Series 24 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. WEALTHMAP ADVISORS POSITION: N/A NATURE: DBA for Branding purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2021 ADDRESS: 2701 Cambridge Court, Suite 525, Auburn Hills MI 48326, United States DESCRIPTION: None 2. BJR FINANCIAL INC POSITION: Owner NATURE: Managing overall business operations INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/02/2009 ADDRESS: Auburn Hills MI 48326, United States DESCRIPTION: Managing overall business operations
CRS (Client Relationship Summary) - RIA
Click below to view Brian Joseph Rener's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Brian Joseph Rener's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 22, 2010 - Present
CENTAURUS FINANCIAL, INC.
Office #1: 2701 Cambridge Court Suite #525, Auburn Hills, MI 48326RIA
BD
CRD#: 30833
AUBURN HILLS, MI
Current
August 23, 2002 - Present
CENTAURUS FINANCIAL, INC.
Office #1: 2701 Cambridge Court Suite #525, Auburn Hills, MI 48326RIA
BD
CRD#: 30833
AUBURN HILLS, MI
Past
August 10, 2001 - April 19, 2002
CONSECO EQUITY SALES, INC.
BD
CRD#: 4125
CARMEL, IN
Past
June 14, 1997 - March 13, 2001
LEONARD & COMPANY
BD
CRD#: 36527
TROY, MI
Past
January 27, 1995 - April 18, 1997
FIRST OF MICHIGAN CORPORATION
BD
CRD#: 311
DETROIT, MI
Past
October 3, 1992 - January 14, 1995
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
August 4, 1989 - September 21, 1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
November 25, 1987 - August 7, 1989
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
April 24, 1987 - June 27, 1987
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(4/30/2025)
RR
Arizona(8/7/2020)
IAR
Arizona(8/10/2020)
RR
California(6/25/2012)
IAR
California(5/23/2013)
RR
Colorado(12/17/2018)
RR
Connecticut(10/15/2024)
IAR
Connecticut(10/15/2024)
RR
Florida(1/21/2011)
RR
Georgia(4/2/2009)
IAR
Georgia(11/21/2022)
RR
Illinois(8/23/2016)
IAR
Illinois(1/7/2021)
RR
Indiana(7/15/2014)
RR
Kentucky(1/30/2020)
IAR
Kentucky(7/24/2025)
RR
Massachusetts(3/12/2021)
IAR
Massachusetts(3/24/2021)
RR
Michigan(8/29/2002)
IAR
Michigan(12/22/2010)
IAR
Minnesota(9/1/2020)
RR
Minnesota(10/15/2020)
RR
Montana(9/24/2025)
IAR
Montana(9/24/2025)
RR
Nebraska(1/23/2024)
IAR
New York(6/1/2022)
RR
New York(6/9/2022)
RR
Rhode Island(4/28/2014)
IAR
Rhode Island(4/28/2014)
RR
South Carolina(9/18/2025)
IAR
South Carolina(9/18/2025)
RR
Tennessee(3/3/2016)
RR
Texas(10/27/2016)
IAR
Texas(11/18/2020)
RR
Washington(6/3/2022)
IAR
Washington(6/13/2022)
RR
Wisconsin(1/3/2013)
IAR
Wisconsin(11/21/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 3/16/1994
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
2300 E. Katella Avenue Suite 200, Anaheim, CA 92806
Mailing Address
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806
Phone number
(714) 456-1790
Established
California since 08/27/1992
Firm type
Corporation
Fiscal year end
April
Firm Size
Large
# of Employees
580
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FEDERATION OF FINANCIAL SERVICES | OWNER | |
| KREMER, STEPHEN MARK | OWNER | 1188829 |
| RUBINO, MICHAEL PETER | OWNER | 1188940 |
| DUHOVIC, JEROME VICTOR | DIRECTOR/EVP/CHIEF ADMINISTRATIVE OFFICER | 2123754 |
| DUHOVIC, JEROME VICTOR | CHIEF COMPLIANCE OFFICER | 2123754 |
| KING, JAMES RONALD SR | DIRECTOR/CHAIRMAN OF THE BOARD/CEO | 269927 |
| KING, PAUL J | DIRECTOR/GENERAL COUNSEL | 5017845 |
| KING, WESTLEY HAYES | DIRECTOR/PRESIDENT | 2527676 |
| LEJMAN, SHERI J | CFO/SVP/PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER |
Regulatory assets under management
| Total Number of Accounts | 38,049 |
| AUM (Assets Under Management) | $ 7,336,108,151 |
Disclosures
| Regulatory Event | 18 |
| Arbitration | 8 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
