Centerpoint Advisory Group, LLC

Centerpoint Advisory Group, LLC (CRD# 324181) is a financial advisory firm headquartered in Overland Park, KS. They manage $186,400,000 in 448 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
7450 West 130th Street, Suite 410, Overland Park, KS 66213
https://centerpointadvisory.com
By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    448
    ACCOUNTS
  • Average Account Value
    $416,071
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, NE, OK, TX

Financial Advisors at Centerpoint Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Parker Madl, financial advisor Overland Park KS
Parker J. Madl
CRD#: 6666064
7450 West 130th Street, Suite 410, Overland Park, KS 66213

Parker Madl (CRD# 6666064) is an Investment Advisor Representative working at Centerpoint Advisory Group, LLC in Overland Park, KS and has over 7 years of experience in the finance industry.

2
Parker Moeder, financial advisor Overland Park KS
Parker Moeder
CRD#: 7841598
7450 West 130th Street, Suite 410, Overland Park, KS 66213

Parker Moeder (CRD# 7841598) is an Investment Advisor Representative working at Centerpoint Advisory Group, LLC in Overland Park, KS and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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