Alan Rickert

from Centerpoint Advisory Group, LLC
SEC regulated
Regulated Investment Advisor
Alan Rickert is a financial advisor based in Kansas, Overland Park, with 33 years of experience. Alan currently works for Centerpoint Advisory Group, LLC. Alan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Alan Rickert works at Centerpoint Advisory Group, LLC
Centerpoint Advisory Group, LLC is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $110,300,000 of assets under management and employs about 4 people. Centerpoint Advisory Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
7450 West 130th Street, Suite 410, Overland Park, Kansas, 66213

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