Centerpoint Wealth Management, LLC

Centerpoint Wealth Management, LLC (CRD# 119656) is a financial advisory firm headquartered in Zionsville, IN. They manage $160,688,596 in 231 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $695,622
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Centerpoint Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian J. Brunner
CRD#: 4519903
Zionsville, IN 46077

Brian Brunner (CRD# 4519903) is an Investment Advisor Representative working at Centerpoint Wealth Management, LLC in Zionsville, IN and has over 21 years of experience in the finance industry. Brian Brunner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan E. Buckley
CRD#: 6743675
Zionsville, IN 46077

Jonathan Buckley (CRD# 6743675) is an Investment Advisor Representative working at Centerpoint Wealth Management, LLC in Zionsville, IN and has over 3 years of experience in the finance industry.

3
Patrick J. Hoehne
CRD#: 6080106
Zionsville, IN 46077

Patrick Hoehne (CRD# 6080106) is an Investment Advisor Representative working at Centerpoint Wealth Management, LLC in Zionsville, IN and has over 7 years of experience in the finance industry.

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