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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

JAMES THOMAS FLANAGAN

Advisor at CENTERPOINT ADVISORY GROUP, LLC

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5282a417-3650-0fab-0ed6-2b21388764fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 18, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CENTERPOINT ADVISORY GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 29, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 29, 1995
First registration: Sep 18, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 2581875

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CENTERPOINT ADVISORY GROUP, LLC	Independent wealth	Feb 15, 2023	n/a	yes	OVERLAND PARK, KS	Current employment
PERSONAL FINANCIAL GROUP	Former SEC adviser	Jan 11, 2017	Dec 18, 2018	no	Overland Park, KS\|OVERLAND PARK, KS	Previous registration
PERSONAL FINANCIAL GROUP	Former SEC adviser	Jun 23, 2015	Dec 31, 2016	no	OVERLAND PARK, KS\|OVERLAND PARK, KS	Previous registration
AMERICAN CENTURY ADVISORY SERVICES, INC.	Former SEC adviser	Sep 18, 2002	Aug 7, 2003	no	LITTLETON, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PERSONAL FINANCIAL GROUP	CENTERPOINT ADVISORY GROUP, LLC	Dec 18, 2018	Feb 15, 2023	1,520	Firm change after gap	RIA to new firm
AMERICAN CENTURY ADVISORY SERVICES, INC.	PERSONAL FINANCIAL GROUP	Aug 7, 2003	Jun 23, 2015	4,338	Firm change after gap	Other

Relationships

Registered with (3)

→ CENTERPOINT ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Feb 15, 2023 to presentfactForm ADV
→ PERSONAL FINANCIAL GROUPRegistered adviserregistration: previous registration
Jan 11, 2017 to Dec 18, 2018factForm ADV
→ AMERICAN CENTURY ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Sep 18, 2002 to Aug 7, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5282a417-3650-0fab-0ed6-2b21388764fb
First observed: Sep 18, 2002
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JAMES THOMAS FLANAGAN

Advisor at CENTERPOINT ADVISORY GROUP, LLC

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5282a417-3650-0fab-0ed6-2b21388764fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:19 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CENTERPOINT ADVISORY GROUP, LLC

Independent wealth

Feb 15, 2023

n/a

yes

OVERLAND PARK, KS

Current employment

PERSONAL FINANCIAL GROUP

Former SEC adviser

Jan 11, 2017

Dec 18, 2018

Overland Park, KS|OVERLAND PARK, KS

Previous registration

PERSONAL FINANCIAL GROUP

Former SEC adviser

Jun 23, 2015

Dec 31, 2016

OVERLAND PARK, KS|OVERLAND PARK, KS

Previous registration

AMERICAN CENTURY ADVISORY SERVICES, INC.

Former SEC adviser

Sep 18, 2002

Aug 7, 2003

LITTLETON, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PERSONAL FINANCIAL GROUP

CENTERPOINT ADVISORY GROUP, LLC

Dec 18, 2018

Feb 15, 2023

1,520

Firm change after gap

RIA to new firm

AMERICAN CENTURY ADVISORY SERVICES, INC.

PERSONAL FINANCIAL GROUP

Aug 7, 2003

Jun 23, 2015

4,338

Firm change after gap

Other