Centerpoint Financial Group
CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs. Our lifelong commitment is to continuously strive to help our clients meet their desires and aspirations. We strive to provide this through our own industry knowledge and in partnership with other professionals. Investment advisory services offered though Guardian Wealth Advisors, LLC D/B/A CenterPoint Financial Group. Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2 or Form CRS, which is available upon request.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
229
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- DR
Doug Riggert
Partner, Cfp, Ricp, Chfc · Other
EmailPhone - NL
Nate Legrand
Certified Financial Plannertm Professional · Finance & Accounting
EmailPhone - AL
Alyssa Legrand
Coach · General Business & Management
EmailPhone - HB
Henry Boulay
Paraplanner Internship · Finance & Accounting
EmailPhone - IM
Isaac McCoy
Financial Planning Assistant · Finance & Accounting
EmailPhone - MW
Micah Wheat
Certified Financial Plannertm · Finance & Accounting
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Centerpoint Financial Group
6 distinct titles indexed · top 6 shown.
- 1certified financial plannertm
- 1certified financial plannertm professional
- 1coach
- 1financial planning assistant
- 1paraplanner internship
- 1partner, cfp, ricp, chfc
Sign up to unlock all 6 contacts at Centerpoint Financial Group
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