PPrivate Fund Data Log in Join · $37/mo

James Thomas Flanagan

Partner/ Director Of PlanningCenterpoint Advisory Group, LLCCRD 2581875

About James Thomas Flanagan

James Thomas Flanagan is listed as Partner/ Director Of Planning at Centerpoint Advisory Group, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Centerpoint Advisory Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Thomas Flanagan work?

James Thomas Flanagan is listed as Partner/ Director Of Planning at Centerpoint Advisory Group, LLC on SEC Form ADV.

How much of Centerpoint Advisory Group, LLC does James Thomas Flanagan own?

Form ADV reports a beneficial ownership band of Under 5%.

Centerpoint Advisory Group, LLC

TitlePartner/ Director Of Planning
OwnershipUnder 5%
Control personYes
Since2024
View Centerpoint Advisory Group, LLC →