Centerpoint Wealth Management, LLC

Centerpoint Wealth Management, LLC (CRD# 119656) is a financial advisory firm headquartered in Zionsville, IN. They manage $287,920,018 in 287 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $1,003,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Centerpoint Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian J. Brunner
CRD#: 4519903
56 N. Main Street, Zionsville, IN 46077

Brian Brunner (CRD# 4519903) is an Investment Advisor Representative working at Centerpoint Wealth Management, LLC in Zionsville, IN and has over 25 years of experience in the finance industry.

2
Patrick J. Hoehne
CRD#: 6080106
56 N. Main Street, Zionsville, IN 46077

Patrick Hoehne (CRD# 6080106) is an Investment Advisor Representative working at Centerpoint Wealth Management, LLC in Zionsville, IN and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.