Marc Adam Wheeler
Investment Adviser Representative at Centaurus Financial, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marc Adam Wheeler is an investment adviser representative with Centaurus Financial, Inc. in Highlands Ranch, CO, where they have been registered since 2013. They have worked in the securities industry since 2012. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in 22 states.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, California, Colorado, Florida, Idaho, Illinois, Massachusetts, Michigan, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, South Carolina, South Dakota, Texas, Utah, Washington, Wisconsin, Wyoming
- Broker:
14 states and territories
Alabama, Arizona, California, Colorado, Florida, Idaho, Illinois, Massachusetts, Montana, Nebraska, New York, Ohio, Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Centaurus FinancialJul 2012 – no end date reportedAnaheim, CA
- Charter Financial ResourcesMay 2009 – no end date reportedGreenwood Village, CO
- Martin's GOLF Marketing, LLC.Oct 2009 – no end date reportedGreenwood Village, CO
- Rocky Mountain Center FOR Identity ProtectionDec 2011 – no end date reportedGreenwood Village, CO
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Centaurus Financial, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Management, Retirement Plans, Insurance Plans, and Alternative Investments
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 426
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Anaheim, CA
- SEC file number:
- 801-56882
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
View full firm profileOther advisors at Centaurus Financial, Inc.
Showing 12 of 426 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marc Adam Wheeler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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