James T. Flanagan CFP®
James enjoys the reaction he gets from clients when they realize they can hand off their complex financial needs to one source. “Our clients love the fact that Centerpoint Advisory Group will help in coordinating their professional advisors including tax, legal and trust specialists. This helps to free up their personal time so they can focus on their own life passions.”
James is a graduate of Truman State University. With a major in Finance and a minor in Economics, James began his financial services career in 1994 with American Century Investments in Kansas City, MO. and for 9 years in Denver, CO. There he worked as an Investment Rep., Broker, and Investment Advisor where he helped develop and rollout investment planning software to high net-worth clients.
In 2001, James was awarded the CERTIFIED FINANCIAL PLANNER™ certification . Additionally, he holds the FINRA Series 6, 7 and 63 registrations with LPL Financial.
James and his wife Melissa treasure their daughter and son, Annaliesa and J.T. and love vacationing together in Colorado. Outside of financial services, James enjoys: hiking, biking, golf, Kansas City BBQ, and the freedoms and ideals we are blessed to have in the USA.
