CRD: 324181
Centerpoint Advisory Group, LLC
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Fusion foundation
- Established Date
- 12-21-2022
- Office Locations
- 1
Office Locations
About Centerpoint Advisory Group, LLC
Centerpoint Advisory Group is an Overland Park, KS wealth management firm founded in 1992, delivering disciplined investment management alongside integrated financial planning. The team coordinates clients’ broader financial affairs with a high-touch, goals-based process, serving individuals and families (including business owners). Portfolios commonly use ETFs, mutual funds, and fixed income within an asset-allocation and risk-management framework, and the practice is affiliated with LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALAN MARK RICKERT
Chief Compliance Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #2282908
- Ownership
- 50% but less than 75%
Parker Joseph Madl
ADVISOR, Financial Advisor, General Partner, PARTNER
- CRD
- #6666064
- Ownership
- 25% but less than 50%
Glacier quantum
Insight insight
- CRD
- #43889
- Ownership
- 1.5%
Showing 2 of 4 owners & executives
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Parker Moeder
Accounting Associate
- CRD
- #7841598
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $276,346,500 | $450,810 |
| Non-Discretionary | $0 | -- |
| Total | $276,346,500 | $450,810 |
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Separately Managed Accounts
Total SMA Asset: $276,346,500
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,122,018,508 | 13.4% |
| Equity - Exchange | $1,339,723,591 | 16.0% |
| Other | $401,917,077 | 4.8% |
| Cash | $1,708,147,579 | 20.4% |
| U.S. Government/Agency | $1,724,894,124 | 20.6% |
| Corporate - Investment Grade | $745,221,248 | 8.9% |
| Derivatives | $912,686,697 | 10.9% |
| Municipal Bonds | $418,663,621 | 5.0% |
| Total | $8,373,272,445 | 100.0% |