Financial ADVSR advisor directory · SEC adviser records
Centerpoint Advisory Group, LLC financial advisors in Overland Park, KS
Every SEC-registered investment adviser representative at a Centerpoint Advisory Group, LLC office in Overland Park, A to Z.
The short answer
4 registered advisors work at Centerpoint Advisory Group, LLC in Overland Park, out of 4 at the firm nationwide; it ranks number 74 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.
Centerpoint Advisory Group, LLC advisors in Overland Park, A to Z
Every Centerpoint Advisory Group, LLC advisor →- James T. FlanaganCertified Financial Planner · Also a broker rep
- Parker MoederCertified Financial Planner, Personal Financial Specialist
- William K. PadekAlso a broker rep
- Alan M. RickertCertified Financial Planner · Also a broker rep
Centerpoint Advisory Group, LLC advisors in every city and state →Centerpoint Advisory Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Overland Park
All Overland Park advisors →Creative Planning 647Onedigital 149Prime Capital Financial 132Mariner 111Creativeone Wealth, LLC 108Creativeone Securities, LLC 78Cetera Investment Advisers LLC 63Edward Jones 62Mariner Wealth 55Osaic Wealth, Inc. 38Strategic Advisers LLC 34LPL Financial LLC 33
Questions
How many financial advisors does Centerpoint Advisory Group, LLC have in Overland Park?
4 investment adviser representatives are registered at Centerpoint Advisory Group, LLC offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Is Centerpoint Advisory Group, LLC one of the largest advisor employers in Overland Park?
Centerpoint Advisory Group, LLC ranks number 74 in Overland Park by registered advisors; Creative Planning has the most, with 647.
How do I check a Centerpoint Advisory Group, LLC advisor in Overland Park?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.