Joey
Flinner
Landing Point Financial Group, LLC
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About this Advisor
Joey Flinner is a certified financial planner operating out of Avon, Ohio who has 2 years of industry experience. Flinner is currently employed by Landing Point Financial Group, LLC. Flinner has gained experience at Ameriprise Financial Services, Inc and Landing Point Financial Group, LLC. Flinner holds a Series 63 license, certifying them as a securities representative, and is approved to serve investors in Ohio. Landing Point Financial Group, LLC is a registered investment company that has its headquarters in Avon, OH. The investment advisory business has a total of 11 financial advisors. It oversees $221 million in assets across its 1,517 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 1,517 customer accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in investable assets. Landing Point Financial Group, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees vary depending on which service is provided. However, fees billed by Landing Point Financial Group, LLC can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Landing Point Financial Group, LLC Brokerage Details
$221,365,583
11
1,517
$145,923
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Joey Flinner Work History
Joey has been registered as a financial advisor for 2 years.*
Landing Point Financial Group, LLC
Ameriprise Financial Services, Inc
*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 Joey Flinner 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 Landing Point Financial Group, LLC
Avon, OH
Vermilion, OH
Avon, OH
Avon, OH
Avon, OH
Avon, OH
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.
