Naomi AckleyCRD 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.
Fortress Planning Group
Lpl Financial LLC
Cedarpoint Investment Advisors, Inc.
|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|
Total Assets Under Management174MILLIONS
Total Number of Accounts1,054ACCOUNTS
Average Account Value$164,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, MN, NC, TX, WI