Joey Lee Flinner

Employer firm

Landing Point Financial Group CRD 312978

$381M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1997 → 06/2021
  Ameriprise Financial Services, Inc.
  Toledo, OH
• 06/2021 → Present
  Landing Point Financial Group, Llc
  Avon, OH

Previous Registrations

• 1999-10-06 → 2021-06-29
  Ameriprise Financial Services, Llc
  Tiffin, OH
  Bellevue, OH
  Elyria, OH
  Sheffield Village, OH
  Avon, OH
  Avon, OH
  Bellevue, OH
  Avon, OH

Other Businesses

(1) LPFG, LLC; Not Investment Related; Avon, OH 44011; Consulting; Owner; Jan 2010; 1 to 9 hours per month; 10-19 during trading hours; managing member. (2) Providence Church, Non-Profit; Investment-Related (risk tolerance), Avon, OH 44011; Advisory Committee; December 2021; 1 to 5 hours per month of time spent; >1 during trading hours; oversight of foundation funds- risk tolerance and suggested contributions. (3) Park Hill Real Estate, LLC; Not investment Related, Avon, OH 44011; Real Estate, Owner; December 2021, 1 to 9 hours per month, 1-9 during trading hours, oversight of real estate, collection of rent, and upkeep of properties.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-12-18

Designations

• Certified Financial Planner