Naomi Ackley, financial advisor Delafield WI
89 score

Naomi Ackley

CRD Number: 6289332
Current Firm: Cedarpoint Investment Advisors, Inc.

Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Cedarpoint Investment Advisors, Inc. in Delafield, WI and has over 3 years of experience in the finance industry.

Similar Advisors
Scott Wellens, financial advisor Delafield WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Similar Advisors
Thomas Noel, financial advisor Delafield WI
Thomas J. Noel
CRD# 2032263
Lpl Financial LLC
Similar Advisors
Daniel Wilson, financial advisor Delafield WI
Daniel W. Wilson
CRD# 2810851
Cedarpoint Investment Advisors, Inc.
Company Name Location Dates Years
Cedarpoint Investment Advisors, Inc. Delafield, WI Apr 2013 - Current 4
Pervasive Health Chicago, IL Jun 2012 - May 2013 < 1
Kevin Costello, Cpa Naperville, IL Sep 2011 - Aug 2012 < 1
A&e Technology Westmont, IL Mar 2011 - Sep 2011 < 1
Zano Salons Lisle, IL Feb 2001 - Mar 2011 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Naomi K. Ackley
Phone Number: 262-303-4503
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Naomi Ackley and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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.