Centerpoint Wealth Management, LLC

Centerpoint Wealth Management, LLC (CRD# 119656) is a financial advisory firm headquartered in Zionsville, IN. They manage $145,224,716 in 199 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $729,772
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
56 N. Main Street, Zionsville, IN 46077
96
Wealthminder
score

Brian Brunner (CRD# 4519903) is an Investment Advisor Representative working at Centerpoint Wealth Management, LLC in Zionsville, IN and has over 18 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
Richard K. Aaron
CRD#: 4084001
56 N. Main Street, Zionsville, IN 46077
93
Wealthminder
score

Richard Aaron (CRD# 4084001) is an Investment Advisor Representative working at Centerpoint Wealth Management, LLC in Zionsville, IN and has over 16 years of experience in the finance industry.

3
Patrick J. Hoehne
CRD#: 6080106
56 N. Main Street, Zionsville, IN 46077
93
Wealthminder
score

Patrick Hoehne (CRD# 6080106) is an Investment Advisor Representative working at Centerpoint Wealth Management, LLC in Zionsville, IN and has over 4 years of experience in the finance industry.

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