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CENTERPOINT WEALTH MANAGEMENT, LLC
CENTERPOINT WEALTH MANAGEMENT, LLC
ZIONSVILLE, Indiana
·
1 registered advisor
·
CRD# 119656
SEC# 801-61048
0
(317) 973-7700
01
Firm Overview
AUM
$288M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CENTERPOINT WEALTH MANAGEMENT, LLC
1 registered advisor
Brian Joseph Brunner
ZIONSVILLE, Indiana
CRD# 4519903
05
Office Locations
ZIONSVILLE, Indiana
1 advisor
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Data sourced from SEC Form ADV filings. CENTERPOINT WEALTH MANAGEMENT, LLC (CRD# 119656) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.