Centerpoint Wealth Management LLC
Legal Name: CENTERPOINT WEALTH MANAGEMENT, LLC
Full Contact Details
Centerpoint Wealth Management LLC
56 N. MAIN STREET, ZIONSVILLE, IN
(317) 973-7700
(317) 733-3555
Other Info
CENTERPOINT WEALTH MANAGEMENT, LLC is an Indiana Limited Liability Company with 5 employees, including 2 in advisory roles, and 5 clients as of the last reported SEC status. The registration date was Apr 8, 2002, which indicates the firm has been providing financial services to clients for nearly two decades.
CenterPoint Wealth Management
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Direct Owners
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BRIAN JOSEPH BRUNNER
MANAGING MEMBER owns 75% or more
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GERY JOSEPH SADZEWICZ
CHIEF COMPLIANCE OFFICER owns less than 5%