CenterPoint Financial Group Employee Directory

Financial ServicesUnited States2-10 Employees

CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs. Our lifelong commitment is to continuously strive to help our clients meet their desires and aspirations. We strive to provide this through our own industry knowledge and in partnership with other professionals. 

Investment advisory services offered though Guardian Wealth Advisors, LLC D/B/A CenterPoint Financial Group. Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2 or Form CRS, which is available upon request.

Find CenterPoint Financial Group employees' phone numbers or email addresses

CenterPoint Financial Group Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

CenterPoint Financial Group's Leadership

  • Stylized image of a person
    D. R.
    Partner, Cfp®, Ricp®, Chfc®
    Phone icon
  • Stylized image of a person
    P. V.
    Client Service Manager
    Phone icon
  • Stylized image of a person
    N. L.
    Certified Financial Planner™ Professional
    Phone icon
  • Stylized image of a person
    A. L.
    Bookkeeper
    Phone icon
  • Stylized image of a person
    D. L.
    Branch Associate
    Phone icon
  • Stylized image of a person
    M. W.
    Certified Financial Planner
    Phone icon
  • Stylized image of a person
    M. W.
    Paraplanner
    Phone icon
  • Stylized image of a person
    A. O.
    Phone icon

Contact profiles from CenterPoint Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. R.
    Partner, Cfp®, Ricp®, Chfc®
    Phone icon
    United StatesNebraska
    Oct 25, 2025
  • Stylized image of a person
    P. V.
    Client Service Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    N. L.
    Certified Financial Planner™ Professional
    Phone icon
    Oct 18, 2025
  • Stylized image of a person
    A. L.
    Bookkeeper
    Phone icon
    United StatesNebraska
    Aug 12, 2025
  • Stylized image of a person
    D. L.
    Branch Associate
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    M. W.
    Certified Financial Planner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. W.
    Paraplanner
    Phone icon
    United StatesNebraska
    Oct 17, 2024
  • Stylized image of a person
    A. O.
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    D. M. N.
    Phone icon
    UNITED STATES
    Apr 22, 2024

Frequently Asked Questions

What is CenterPoint Financial Group known for?

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CenterPoint Financial Group was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 9850 Nicholas St, STE 350 Omaha, Nebraska 68114, US; you can contact the main corporate office by phone at . Explore CenterPoint Financial Group's company overview page for more information.

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

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CenterPoint 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?

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CenterPoint Financial Group has approximately 6 employees as of October 2025. These team members are located across 1 continents, including North America.

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

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As of October 2025, CenterPoint Financial Group's key employees include:

  • Partner, Cfp®, Ricp®, Chfc®: D. R.
  • Client Service Manager: P. V.
  • Certified Financial Planner™ Professional: N. L.
  • Bookkeeper: A. L.
  • Branch Associate: D. L.

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