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CenterPoint Financial Group Employee Directory

Financial ServicesNebraska, United States2-10 Employees

CenterPoint Financial Group is a small financial services firm based in Omaha, Nebraska. It provides comprehensive financial management for a select group of clients, coordinating all aspects of their financial affairs with the support of industry knowledge and collaboration with other professionals.

Investment advisory services are offered through Guardian Wealth Advisors, LLC, doing business as CenterPoint Financial Group. Guardian Wealth Advisors is registered with the U.S. Securities and Exchange Commission, and registration does not imply a particular level of skill. Additional information about GWA's advisory services is available in Form ADV Part 2 or Form CRS upon request.

Find CenterPoint Financial Group employees' phone numbers or email addresses

CenterPoint Financial Group Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

CenterPoint Financial Group's Leadership

  • Stylized image of a person
    P. V.
    Client Service Manager
    Mobile Phone
  • Stylized image of a person
    M. W.
    Certified Financial Planner™
    Mobile Phone
  • Stylized image of a person
    D. L.
    Branch Associate
    Mobile Phone
  • Stylized image of a person
    M. W.
    Certified Financial Planner
    Mobile Phone

CenterPoint Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from CenterPoint Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    P. V.
    Client Service Manager
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. W.
    Certified Financial Planner™
    Mobile Phone
    Dec 31, 2025
  • Stylized image of a person
    D. L.
    Branch Associate
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    M. W.
    Certified Financial Planner
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is CenterPoint Financial Group known for?

Minus sign iconPlus sign iconCenterPoint Financial Group was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-402-597-****
. Explore CenterPoint Financial Group's company overview page for more information.

What is CenterPoint Financial Group's most common email format?

Minus sign iconPlus sign iconCenterPoint Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CenterPoint Financial Group email formats with LeadIQ.

How many employees does CenterPoint Financial Group have currently?

Minus sign iconPlus sign iconCenterPoint Financial Group has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CenterPoint Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, CenterPoint Financial Group's key employees include:

  • Client Service Manager: P. V.
  • Certified Financial Planner™: M. W.
  • Branch Associate: D. L.
  • Certified Financial Planner: M. W.

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