Joey
Flinner

Landing Point Financial Group

CRD#2769395
Investment Advisor
in Avon, OH

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About this Advisor

Joey Flinner is a financial advisor based in Avon, Ohio, working with Landing Point Financial Group. Joey has previously held positions at Ameriprise Financial Services, Inc and Landing Point Financial Group, LLC. Joey has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Joey is part of Landing Point Financial Group, which operates out of Avon, Ohio. The firm has 1 office and 18 employees. The firm manages assets totaling $230.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Landing Point Financial Group includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

36350 Detroit Rd.
Avon, OH 44011

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Landing Point Financial Group Brokerage Details

Total Assets Under Management

$230,110,476

OH Average: $2,106,341,625
Total Number of Employees

18

OH Average: 34
Total Number of Accounts

1,457

OH Average: 1,972
Average Account Size

$157,934

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Joey Flinner Work History

2021 - Present (4 years)

Landing Point Financial Group, LLC

1997 - 2021 (24 years)

Ameriprise Financial Services, Inc

Created with Highcharts 6.0.7

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

Susan Vasu
Avon, OH
Garrett Bourbina
Avon, OH
Brian Hider
Avon, OH
Casey Davis
Avon, OH
Joey Flinner
Avon, OH

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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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