Alan Rickert
Alan Rickert is a CFP-designated registered investment advisor at Centerpoint Advisory Group, LLC, based in Overland Park, KS, with 33 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 276 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are negotiable.
Fee Estimator
Location
7450 West 130th St, Ste 410, Overland Park, KS, 66213
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alan is a notary since 2005 and operates under Centerpoint Advisory Services and Centerpoint Advisory as DBAs for his LPL business. He also provides investment advisory services through Centerpoint Advisory Group, dedicating significantly more than full-time hours to this activity.
Employment History
Current Registrations
Centerpoint Advisory Group, LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Personal Financial Group
Personal Financial Group
Centerpoint Advisory Services, INC.
LPL Financial LLC
Bma Financial Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations26 states
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