Parker Moeder

CENTERPOINT ADVISORY GROUP

Overland Park, KS 66213

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CRD#: 7841598

Professional summary

Parker Moeder is a registered financial advisor currently at CENTERPOINT ADVISORY GROUP, LLC located in Overland Park, Kansas.

Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Parker has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Moeder'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®

None

Experience

Current

January 31, 2024 - Present

CENTERPOINT ADVISORY GROUP, LLC

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

RIA

CRD#: 324181

Overland Park, KS

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.

Highlighted states indicate IAR registrations

IAR

Kansas
(1/31/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/15/2023

Uniform Investment Adviser Law Examination

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.

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Parker Moeder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Moeder's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTERPOINT ADVISORY GROUP, LLC

Primary Firm SEC Registration

CENTERPOINT ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2023

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

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