Alan Mark Rickert
Investment adviser representative at Centerpoint Advisory Group, LLC
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$276.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Centerpoint Advisory Group, LLCFeb 2022 to now
- LPL Financial, LLCJan 1992 to now
- Personal Financial GroupMay 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Centerpoint Advisory Group, LLC
$276.3MAssets managed
276Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2282908
- Firm CRD
- 324181