AeroLeads people directory · profile
Alan Rickert, Cfp® Email & Phone Number
President and Founder
at
Centerpoint Advisory Group
2 work emails found
@lpl.com
4 phones found area 913 and 631
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
President and Founder
Location
Overland Park, Kansas, United States
Company size
Who is Alan Rickert, Cfp®? Overview
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Quick answer
Alan Rickert, Cfp® is listed as President and Founder at Centerpoint Advisory Group, a company with 3 employees, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 913, 631, and a matched LinkedIn profile for Alan Rickert, Cfp®.
Alan Rickert, Cfp® studied at University Of Nebraska At Omaha.
Company email context
Email format at Centerpoint Advisory Group
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*@lpl.com
71% confidence
AeroLeads found 2 current-domain work email signals for Alan Rickert, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Alan Rickert, Cfp®
I have one goal in mind as I work with my clients: help them embrace their passions and plan their financial lives around them. Many of my clients have met with us and suddenly realized that it is possible to align their financial goals with their personal passions! I want to be viewed by my clients’ as their personal Chief Financial Officer and look to earn their confidence each and every day.I graduated from the University of Nebraska-Omaha and began my financial services career in 1991 after spending four years as a professional golfer. Since receiving the CERTIFIED FINANCIAL PLANNER™ certification in 1997, I have been committed to providing comprehensive planning and investment management to successful business owners, executives and medical specialists. Professionally, I have hosted a FINANCIAL focused radio show "Winning, with Al Rickert", on News Radio 980 KMBZ and have spoken publicly regarding IRA distribution planning, charitable planning techniques, alternative investment strategies, Modern Portfolio Theory and Behavioral Finance. As an Investment Advisor Representative with LPL Financial, I have access to independent, non-proprietary investment management platform which enables my firm to build dynamic and customized portfolios for our clients. I am joyously married to Lori and cherish each day with our children Jamie and Jake. My interests include golf, red wine and being outdoors. I also served as an elected precinct committeman in southern Johnson County.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Alan Rickert may only discuss or transact securities business with residents of the following states: AZ, CO, FL, IA, IL, KS, MI, MO, NC, NE, SC. Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Current workplace
Alan Rickert, Cfp®'s current company
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Centerpoint Advisory Group
2 roles
Alan Rickert, Cfp® work experience
A career timeline built from the work history available for this profile.
President And Founder
CurrentCenterpoint Advisory Group understands that the economic environment and investment alternatives today are substantially different from those of the past. We recognize that developing successful investment strategies require sophisticated and dynamic techniques. With this philosophy in mind and utilizing a proven process, we seek to deliver solutions that.
Jan 1992 - Present
1 education record
Alan Rickert, Cfp® education
FAQ
Frequently asked questions about Alan Rickert, Cfp®
Quick answers generated from the profile data available on this page.
What company does Alan Rickert, Cfp® work for?
Alan Rickert, Cfp® works for Centerpoint Advisory Group.
What is Alan Rickert, Cfp®'s role at Centerpoint Advisory Group?
Alan Rickert, Cfp® is listed as President and Founder at Centerpoint Advisory Group.
What is Alan Rickert, Cfp®'s email address?
AeroLeads has found 2 work email signals at @lpl.com for Alan Rickert, Cfp® at Centerpoint Advisory Group.
What is Alan Rickert, Cfp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 913, 631 for Alan Rickert, Cfp® at Centerpoint Advisory Group.
Where is Alan Rickert, Cfp® based?
Alan Rickert, Cfp® is based in Overland Park, Kansas, United States while working with Centerpoint Advisory Group.
What companies has Alan Rickert, Cfp® worked for?
Alan Rickert, Cfp® has worked for Centerpoint Advisory Group.
How can I contact Alan Rickert, Cfp®?
You can use AeroLeads to view verified contact signals for Alan Rickert, Cfp® at Centerpoint Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Alan Rickert, Cfp® attend?
Alan Rickert, Cfp® studied at University Of Nebraska At Omaha.
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