Eric
Geary
Centerpoint Wealth Management, LLC
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About this Advisor
Eric Geary is a financial advisor based in Zionsville, Indiana, working with Centerpoint Wealth Management, LLC. Eric has previously held positions at Column Capital Wealth Management, Crowe Horwath, Sherck, Hussey, Johnson, & Mcnaughton, and Centerpoint Wealth Management, LLC. Eric has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Eric is part of Centerpoint Wealth Management, LLC, which operates out of Zionsville, Indiana. The firm has 5 employees and manages assets totaling $287.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Centerpoint Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centerpoint Wealth Management, LLC Brokerage Details
$287,920,018
5
287
$1,003,206
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Eric Geary Work History
Centerpoint Wealth Management, LLC
Column Capital Wealth Management
Crowe Horwath
Sherck, Hussey, Johnson, & Mcnaughton
Disclosures
Please visit the SEC profile of Eric Geary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Centerpoint Wealth Management, LLC
Zionsville, IN
Zionsville, IN
Zionsville, IN
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