Joey L. Flinner
LANDING POINT FINANCIAL GROUP
AVON, OH 44011
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CRD#: 2769395
Professional summary
Joey Lee Flinner, CFP® is a registered financial advisor currently at LANDING POINT FINANCIAL GROUP located in Avon, Ohio.
Joey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Joey has worked at 3 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
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) LPFG, LLC; Not Investment Related; Avon, OH 44011; Consulting; Owner; Jan 2010; 1 to 9 hours per month; 10-19 during trading hours; managing member. (2) Providence Church, Non-Profit; Investment-Related (risk tolerance), Avon, OH 44011; Advisory Committee; December 2021; 1 to 5 hours per month of time spent; >1 during trading hours; oversight of foundation funds- risk tolerance and suggested contributions. (3) Park Hill Real Estate, LLC; Not investment Related, Avon, OH 44011; Real Estate, Owner; December 2021, 1 to 9 hours per month, 1-9 during trading hours, oversight of real estate, collection of rent, and upkeep of properties.
CRS (Client Relationship Summary) - RIA
Click below to view Joey Lee Flinner's 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®
Start date: 2003
Experience
Current
July 20, 2021 - Present
LANDING POINT FINANCIAL GROUP
Office #1: 36901 American Way Suite 7, Avon, OH 44011RIA
CRD#: 312978
AVON, OH
Past
October 6, 1999 - June 29, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
TIFFIN, OH
Past
July 29, 1997 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 29, 1997 - June 29, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
TIFFIN, OH
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".
LP
LANDING POINT FINANCIAL GROUP
DCS INVESTMENT ADVISORY SERVICES, LLC | LPFG, LLC | LANDING POINT FINANCIAL GROUP, LLC | LANDING POINT FINANCIAL GROUP
CRD#: 312978 / SEC#: 801-121247
RIA
Registered Investment Advisory firm - (5/19/2021 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.Highlighted states indicate IAR registrations
IAR
Ohio(7/20/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
LP
LANDING POINT FINANCIAL GROUP
DCS INVESTMENT ADVISORY SERVICES, LLC | LPFG, LLC | LANDING POINT FINANCIAL GROUP, LLC | LANDING POINT FINANCIAL GROUP
CRD#: 312978 / SEC#: 801-121247
RIA
Registered Investment Advisory firm - (5/19/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
36901 American Way Suite 7, Avon, OH 44011
Mailing Address
Phone number
(440) 365-9100
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,322 |
| AUM (Assets Under Management) | $ 263,486,257 |
Red Flags
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Company Information
LANDING POINT FINANCIAL GROUP
CRD#: 312978Avon, OH 44011TRUST BUT VERIFY
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