James T. Flanagan

CENTERPOINT ADVISORY GROUP

Overland Park, KS 66213

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CRD#: 2581875

Professional summary

James Thomas Flanagan, CFP® is a registered financial advisor currently at CENTERPOINT ADVISORY GROUP, LLC located in Overland Park, Kansas and LPL FINANCIAL LLC located in Overland Park, Kansas.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. James has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Volunteer Board Member for the Lee's Summit Girls Softball Association.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Thomas Flanagan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

February 15, 2023 - Present

CENTERPOINT ADVISORY GROUP, LLC

Office #1: 7450 West 130th Street Suite 410, Overland Park, KS 66213

RIA

CRD#: 324181

Overland Park, KS

Current

February 2, 2005 - Present

LPL FINANCIAL LLC

Office #1: 7450 West 130th St, Ste 410, Overland Park, KS 66213

RIA

CRD#: 6413

Overland Park, KS

Past

January 11, 2017 - December 18, 2018

PERSONAL FINANCIAL GROUP

RIA

CRD#: 116806

Overland Park, KS

Past

June 23, 2015 - December 31, 2016

PERSONAL FINANCIAL GROUP

RIA

CRD#: 116806

OVERLAND PARK, KS

Past

February 2, 2005 - January 5, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

OVERLAND PARK, KS

Past

January 15, 2004 - April 27, 2004

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

September 18, 2002 - August 7, 2003

AMERICAN CENTURY ADVISORY SERVICES, INC.

RIA

CRD#: 121974

LITTLETON, CO

Past

April 25, 2002 - December 31, 2002

AMERICAN CENTURY BROKERAGE, INC.

CRD#: 42846

KANSAS CITY, MO

Past

March 26, 1999 - September 28, 2000

AMERICAN CENTURY BROKERAGE, INC.

CRD#: 42846

KANSAS CITY, MO

Past

October 1, 1995 - July 17, 2003

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTERPOINT ADVISORY GROUP, LLC

CENTERPOINT ADVISORY GROUP, LLC | CENTERPOINT ADVISORY SERVICES

CRD#: 324181 / SEC#: 801-127085

RIA

Registered Investment Advisory firm - (12/21/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Kansas
(2/2/2005)

IAR

Kansas
(2/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/25/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/29/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/3/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/28/1995

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CENTERPOINT ADVISORY GROUP, LLC

CENTERPOINT ADVISORY GROUP, LLC | CENTERPOINT ADVISORY SERVICES

CRD#: 324181 / SEC#: 801-127085

RIA

Registered Investment Advisory firm - (12/21/2022 Approved)

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Contact information

Main Address

7450 West 130th Street Suite 410, Overland Park, KS 66213

Mailing Address

Phone number

(913) 685-3001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE- CENTERPOINT ADVISORY GROUP (2/19/2025)

FORM ADV PART 2A- CENTERPOINT ADVISORY GROUP (2/19/2025)

Regulatory assets under management

Total Number of Accounts	540
AUM (Assets Under Management)	$ 236,828,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

James T. Flanagan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Thomas Flanagan's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

PERSONAL FINANCIAL GROUP

PERSONAL FINANCIAL GROUP

LPL FINANCIAL LLC

AMERICAN CENTURY INVESTMENT SERVICES INC.

AMERICAN CENTURY ADVISORY SERVICES, INC.

AMERICAN CENTURY BROKERAGE, INC.

AMERICAN CENTURY BROKERAGE, INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

Primary Firm SEC Registration

CENTERPOINT ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/25/2002

Series 63

Date: 3/29/1995

SIE

Date: 10/1/2018

Series 7

Date: 4/3/1998

Series 6

Date: 2/28/1995

FINRA

Current Firm

CENTERPOINT ADVISORY GROUP, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTERPOINT ADVISORY GROUP, LLC

TRUST BUT VERIFY

Contact information

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