James Thomas Flanagan

Employer firm

Centerpoint Advisory Group, LLC CRD 324181

$276M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2004 → Present
  Lpl Financial Llc
  Overland Park, KS
• 06/2015 → 12/2018
  Personal Financial Group
  Overland Park, KS
• 02/2023 → Present
  Centerpoint Advisory Group, Llc
  Overland Park, KS
• 07/2004 → Present
  Centerpoint Advisory Services
  Overland Park, KS

Previous Registrations

• 2017-01-11 → 2018-12-18
  Personal Financial Group
  Overland Park, KS
  Overland Park, KS
• 2015-06-23 → 2016-12-31
  Personal Financial Group
  Overland Park, KS
  Overland Park, KS
• 2002-09-18 → 2003-08-07
  American Century Advisory Services, Inc.
  Littleton, CO

Other Businesses

1. Volunteer Board Member for the Lee's Summit Girls Softball Association.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-25
• S63 Uniform Securities Agent State Law Examination
  1995-03-29

Designations

• Certified Financial Planner