CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Berthel, Fisher & Company Financial Services, Inc. | Evanston, IL | Nov 2019 - Current | 4 |
Bfc Planning, Inc. | Evanston, IL | Nov 2019 - Current | 4 |
Hornor Townsend & Kent Inc. | Horsham, PA | Apr 2010 - Nov 2019 | 9 |
Penn Mutual Life Insurance Co | Horsham, PA | Apr 2010 - Nov 2019 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1992 |
S65 | NASAA Investment Advisors Law Examination | Nov 1993 |
- IL
-
Total Assets Under Management1,477MILLIONS
-
Total Number of Accounts8,990ACCOUNTS
-
Average Account Value$164,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Registered Representative of and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc.(HTK), Registered Investment Advisor, Member FINRA/SIPC. The Heartland Group is independent of HTK.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.