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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cedarpoint Investment Advisors, Inc. Delafield, WI Apr 2013 - Current 3
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
    174
    MILLIONS
  • Total Number of Accounts
    1,054
    ACCOUNTS
  • Average Account Value
    $164,827
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

AZ, CA, FL, IL, MN, NC, TX, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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