CENTERPOINT ADVISORY GROUP, LLC

CENTERPOINT ADVISORY GROUP, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 324181). Regulatory assets under management: $276.3M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (8)

NameRoleLocation
Alan Mark RickertMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
William Keith PadekPARTNER/ADVISOR
Parker Joseph MadlPARTNER/ADVISOR
James Thomas FlanaganPARTNER/ DIRECTOR OF PLANNING
RICKERT ALAN MARKMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
PADEK WILLIAM KEITHMANAGING PARTNER; PARTNER/ADVISOR
Madl Parker JosephOWNER; PARTNER/ADVISOR
FLANAGAN JAMES THOMASPARTNER/ DIRECTOR OF PLANNING

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