James
Flanagan

Centerpoint Advisory Group, LLC

CRD#2581875
Investment Advisor
in Overland Park, KS

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About this Advisor

James Flanagan is a certified financial planner working in Overland Park, Kansas. Flanagan works at Centerpoint Advisory Group, LLC. Their career trajectory has included roles at Lpl Financial LLC, Personal Financial Group, Centerpoint Advisory Services and Centerpoint Advisory Group, LLC. Flanagan holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in Kansas. Centerpoint Advisory Group, LLC is a business based in Overland Park, KS. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically depend on which services are offered. Fee types charged by Centerpoint Advisory Group, LLC may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7450 West 130Th Street Suite 410
Overland Park, KS 66213

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Centerpoint Advisory Group, LLC Brokerage Details

Total Number of Employees

4

KS Average: 44

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

James Flanagan Work History

James has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Centerpoint Advisory Group, LLC

2004 - Present (20 years)

Lpl Financial LLC

2004 - Present (20 years)

Centerpoint Advisory Services

2015 - 2018 (3 years)

Personal Financial Group

*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 James Flanagan 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 Advisory Group, LLC

Parker Madl
Overland Park, KS
James Flanagan
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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