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VerifiedFinancial Services· Founded 2000

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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HeadquartersOmaha, United StatesEmployees6(1 to 10)Annual revenue<$1MFounded year2000Websiteyourcenterpoint.comLinkedIn profileLinkedIn

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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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

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