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Centerpoint Advisory Services Logo
Centerpoint Advisory Services CB Rank
2962915
Heat Score
22
Centerpoint Advisory Services is a financial firm that provides risk management, wealth planning, and investment consulting services.
Founded
obfuscation
Private Overland Park, Kansas, United States1-10 centerpointadvisory.com/
Consulting
Financial Services
Risk Management
Overview

Centerpoint Advisory Services
Heat Score
22

Growth Score
pts
in past quarter
Heat Score 22
-14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Centerpoint Advisory Services

CB Rank
2962915
Centerpoint Advisory Services is a financial firm that provides risk management, wealth planning, and investment consulting services.
Founded
obfuscation
Private Overland Park, Kansas, United States1-10 centerpointadvisory.com/
Consulting
Financial Services
Risk Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Alan Rickert
Phone Number +1-913-685-3001
Contact Email alan.rickert@lpl.com
Predictions & Insights

Products & Services

Retirement Planning Services
Services to help individuals estimate retirement income needs, calculate savings gaps, and develop savings plans using various retirement accounts and investment options.
Wealth Management and Investment Consulting
Comprehensive financial advisory services that coordinate clients' financial affairs, including investment management and wealth planning.

Unlock More with Crunchbase Pro
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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 5

Employee Profiles

News

News and Press

News•Jun 8, 2023
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$86.1KThis year, Centerpoint Advisory Services is projected to spend $86.1K on IT, according to Aberdeen.

Active Website Tech Count

3Centerpoint Advisory Services is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Centerpoint Advisory Services's headquarters? Centerpoint Advisory Services is located in Overland Park, Kansas, United States.Who are Centerpoint Advisory Services's competitors? Alternatives and possible competitors to Centerpoint Advisory Services may include Interactive Wealth Advisors, Foguth Financial Group, and  GoodStreet Financial.
Who We Are
What We Do
Helpful Links
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