Gery
Sadzewicz
Centerpoint Wealth Management, LLC
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About this Advisor
Gery Sadzewicz is a financial advisor based in Zionsville, Indiana with a total of 12 years of industry experience. Sadzewicz is an employee of Centerpoint Wealth Management, LLC. Sadzewicz has gained experience at Gery Sadzewicz Consulting LLC, Twombly Assset Management LLC, Cornerstone Financial Planning, Inc, Dls Capital, Kingsbury Capital, Chou America Management, Southern Wealth Management, Llp, Encompass Wealth Management LLC, Providence Wealth Advisors, LLC, Harbor Wealth Management, River Street Advisors, LLC, Fusion Capital, LLC, Plante Moran Corporate Finance, Pactolus Private Wealth Management LLC, Cla Financial Advisors, Clear Perspective Advisors, LLC, Ahm Asset Management, LLC, Cornerstone Select Advisors, LLC, Five Star Capital Advisors, LLC, Centerpoint Wealth Management, Poehling Capital Management, Inc, Sentinus LLC, Bridgeportfolio Inc, Us Financial Advisors, LLC, Truro Asset Management, LLC, Aeg Capital, LLC, Tetley Investments LLC, Vital Wealth Management, LLC, Wealthstar Advisors, LLC, Leftbrain Wealth Management, LLC, Acorn Wealth Advisors, LLC, Fort Dearborn Capital Advisors, LLC, Clearview Wealth Solutions, LLC, Betafrontier, LLC, 83Rd Street Wealth Management, LLC, Laureate Wealth Management, LLC, Premise Capital, LLC, Avocet Capital Management, LLC, Pactolus Securities, LLC, Iasg Alternatives, LLC, Tucker Asset Management, LLC, Orchard Capital Management, LLC, Sws Partners, LLC, Bower Hill Capital Management LLC, Halo Securities, LLC, Ocean Park Securities, LLC, Ballast Equity Management, LLC, Virtue Asset Management LLC, Stevard LLC, Recon Capital Partners, Jyh, LLC, Broadwater Advisors, LLC, Stellam Advisors LLC, Stonebridge Wealth Management LLC, Emberhouse, LLC, Veracity Wealth Management LLC, Southern Wealth Securities, Drury Wealth Management, LLC, Flint Wealth Management, LLC, Ria, LLC, Donnelly Penman & Partners, Brg Capital Advisors, Najarian Family Office, Abridge Partners, Financial Solutions, Fairhaven Wealth Management, Forum Private Client Group, Iht Wealth Management, Intelligent Wealth Solutions, Isthmus Partners, Kerberrose Wealth Management, Left Brain Investment Research, Lfs Wealth Advisors, Midwest Proffsional Planners, Lloyd Park, Mpi Wealth Management, Pax Financial Group, Pinkerton Retirement Specialist, Profit Investments, Rebellion Capital Advisors, Waterloo Captial, Lucy Wealth Management, Landaas & Company, Rpr Financial, Deer Isle Capital, Carter Financial Group, Inc, Democracy Investment Management, LLC, Focused Alpha, LLC, Griffin Asset Management, LLC, Halo Investment Services, LLC, Isthmus Partners, LLC, Sherman Porfolios, The Legacy Financial Group, Virtus Real Estate, LLC, Typhon Capital Management LLC, Walled Lake Planning & Wealth Management, LLC, Titleist Wealth Management, LLC, Kurv Investment Management, LLC and Dominion Wealth Management, LLC. Sadzewicz maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Indiana. Centerpoint Wealth Management, LLC is a registered investment company based in Zionsville, IN. It administers $226 million in assets under management between its 278 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 278 customer accounts, 62% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advisory services typically depend on which services the firm provides the client. However, fee types billed by Centerpoint Wealth Management, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centerpoint Wealth Management, LLC Brokerage Details
$225,844,412
4
278
$812,390
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
Gery Sadzewicz Work History
Gery has been registered as a financial advisor for 12 years.*
Democracy Investment Management, LLC
Halo Investment Services, LLC
Walled Lake Planning & Wealth Management, LLC
Titleist Wealth Management, LLC
Deer Isle Capital
Sherman Porfolios
Kurv Investment Management, LLC
Rebellion Capital Advisors
Landaas & Company
Rpr Financial
Typhon Capital Management LLC
Dominion Wealth Management, LLC
Pax Financial Group
Focused Alpha, LLC
Donnelly Penman & Partners
Intelligent Wealth Solutions
Left Brain Investment Research
Mpi Wealth Management
Carter Financial Group, Inc
Griffin Asset Management, LLC
Najarian Family Office
Profit Investments
Isthmus Partners, LLC
The Legacy Financial Group
Virtus Real Estate, LLC
Southern Wealth Securities
Forum Private Client Group
Halo Securities, LLC
Stevard LLC
Financial Solutions
Pactolus Securities, LLC
Orchard Capital Management, LLC
Leftbrain Wealth Management, LLC
Acorn Wealth Advisors, LLC
Clearview Wealth Solutions, LLC
83Rd Street Wealth Management, LLC
Laureate Wealth Management, LLC
Fairhaven Wealth Management
Isthmus Partners
Kerberrose Wealth Management
Midwest Proffsional Planners
Lloyd Park
Pinkerton Retirement Specialist
Aeg Capital, LLC
Vital Wealth Management, LLC
Abridge Partners
Sentinus LLC
Tetley Investments LLC
Premise Capital, LLC
Waterloo Captial
Pactolus Private Wealth Management LLC
Clear Perspective Advisors, LLC
Cornerstone Select Advisors, LLC
Centerpoint Wealth Management
Poehling Capital Management, Inc
Avocet Capital Management, LLC
Southern Wealth Management, Llp
Harbor Wealth Management
Fusion Capital, LLC
Providence Wealth Advisors, LLC
Gery Sadzewicz Consulting LLC
Cornerstone Financial Planning, Inc
Lucy Wealth Management
Brg Capital Advisors
Flint Wealth Management, LLC
Ria, LLC
Iht Wealth Management
Jyh, LLC
Broadwater Advisors, LLC
Stellam Advisors LLC
Veracity Wealth Management LLC
Drury Wealth Management, LLC
Bower Hill Capital Management LLC
Ocean Park Securities, LLC
Ballast Equity Management, LLC
Virtue Asset Management LLC
Stonebridge Wealth Management LLC
Emberhouse, LLC
Iasg Alternatives, LLC
Tucker Asset Management, LLC
Sws Partners, LLC
Wealthstar Advisors, LLC
Fort Dearborn Capital Advisors, LLC
Betafrontier, LLC
Us Financial Advisors, LLC
Truro Asset Management, LLC
Recon Capital Partners
Bridgeportfolio Inc
Cla Financial Advisors
Ahm Asset Management, LLC
Five Star Capital Advisors, LLC
Encompass Wealth Management LLC
Providence Wealth Advisors, LLC
River Street Advisors, LLC
Plante Moran Corporate Finance
Lfs Wealth Advisors
Twombly Assset Management LLC
Dls Capital
Kingsbury Capital
Chou America Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gery Sadzewicz 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
Zionsville, IN
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