Financial ADVSR advisor directory · SEC adviser records
Centerpoint Advisory Group, LLC financial advisors in Kansas
Every SEC-registered investment adviser representative at a Centerpoint Advisory Group, LLC office in Kansas, by city and A to Z.
The short answer
4 registered advisors work at Centerpoint Advisory Group, LLC in Kansas, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Overland Park (4). 3 list the CFP designation and 3 are also registered broker representatives.
Centerpoint Advisory Group, LLC advisors by city in Kansas
Every firm in Kansas →Centerpoint Advisory Group, LLC advisors in Kansas, A to Z
Search by name →- James T. FlanaganOverland Park · Certified Financial Planner
- Parker MoederOverland Park · Certified Financial Planner, Personal Financial Specialist
- William K. PadekOverland Park
- Alan M. RickertOverland Park · Certified Financial Planner
Centerpoint Advisory Group, LLC advisors in every state →Centerpoint Advisory Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Centerpoint Advisory Group, LLC financial advisors are in Kansas?
4 investment adviser representatives are registered at Centerpoint Advisory Group, LLC offices in Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Where in Kansas does Centerpoint Advisory Group, LLC have the most advisors?
Overland Park, with 4. Centerpoint Advisory Group, LLC has advisors in 1 city in Kansas.
How do I check a Centerpoint Advisory Group, LLC advisor in Kansas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Centerpoint Advisory Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.