Darren Colananni

There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data.

Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success.

They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one.

Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.

See Disclosures

Firm Start Year

2015

No. of Employees

10-19

CRD#

5744258

Firm CRD#

113908

Name of Custodial Firm

Fidelity, Charles Schwab, TD Ameritrade (merging with Charles Schwab)

Years of Experience in Financial Services

12

Number of Years with Current Firm

2

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management

Investment Types

Exchange Traded Funds (ETFs), Mortgages & Real Estate, Options & Futures, Bonds, Annuities, Insurance, Mutual Funds, Alternative Investments, Stocks, Commodities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Phone, Email, Your Office, Our Office, Video Conference

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Certifications, Accreditations & Designations

CFP^®, CPWA^®, CIMA^®, ChFC^®

Securities Licenses

Series 65, Series 63, Series 7

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity

Financial Organization Memberships

Financial Planning Association (FPA)

Assets Managed by Firm

350,000,000

Assets Managed by Advisor

350,000,000

Fee Structure

Fee-Only

Compensation Methods

Flat Fee

Bachelor of Arts - Double Major: Business Management and Economics

Washington College
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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1885592/financialadvisor-centurion-wealth-management-detailed-disclosure

The content provided is for informational purposes only, and should not be considered a recommendation of any particular strategy, investment product or investing advice of any kind. The views and opinions expressed are those of the author and do not necessarily reflect the opinions of Spire Wealth Management LLC, Spire Securities LLC or its affiliates. Investing involves risk, including the possible loss of principal. Always consult a financial, tax and/or legal professional regarding your specific situation