Cedar Capital, LLC

Cedar Capital, LLC (CRD# 174020) is a financial advisory firm headquartered in Chicago, IL. They manage $1,090,992 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $155,856
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Cedar Capital, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Michael M. Balch
CRD#: 1242048
155 North Wacker Drive, Suite 1850, Chicago, IL 60606
93
Wealthminder
score

Michael Balch (CRD# 1242048) is an Investment Advisor Representative working at Cedar Capital, LLC in Chicago, IL and has over 33 years of experience in the finance industry.

2
Marcus R. Franklin
CRD#: 4412710
155 North Wacker Drive, Suite 1850, Chicago, IL 60606
93
Wealthminder
score

Marcus Franklin (CRD# 4412710) is an Investment Advisor Representative working at Cedar Capital, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

3
Richard E. Kash
CRD#: 1806924
155 North Wacker Drive, Suite 1850, Chicago, IL 60606
93
Wealthminder
score

Richard Kash (CRD# 1806924) is an Investment Advisor Representative working at Cedar Capital, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

4
Matthew A. Roma
CRD#: 5861646
155 North Wacker Drive, Suite 1850, Chicago, IL 60606
93
Wealthminder
score

Matthew Roma (CRD# 5861646) is an Investment Advisor Representative working at Cedar Capital, LLC in Chicago, IL and has over 7 years of experience in the finance industry.

5
Brian J. Glynn
CRD#: 6010600
155 North Wacker Drive, Suite 1850, Chicago, IL 60606
90
Wealthminder
score

Brian Glynn (CRD# 6010600) is an Investment Advisor Representative working at Cedar Capital, LLC in Chicago, IL and has over 4 years of experience in the finance industry.

6
Jordan R. Peplinski
CRD#: 6161182
155 North Wacker Drive, Suite 1850, Chicago, IL 60606
90
Wealthminder
score

Jordan Peplinski (CRD# 6161182) is an Investment Advisor Representative working at Cedar Capital, LLC in Chicago, IL and has over 4 years of experience in the finance industry.

7
Thomas L. Petric
CRD#: 6009378
155 North Wacker Drive, Suite 1850, Chicago, IL 60606
90
Wealthminder
score

Thomas Petric (CRD# 6009378) is an Investment Advisor Representative working at Cedar Capital, LLC in Chicago, IL and has over 5 years of experience in the finance industry.

8
Peter A. Stojic
CRD#: 5878705
155 North Wacker Drive, Suite 1850, Chicago, IL 60606
90
Wealthminder
score

Peter Stojic (CRD# 5878705) is an Investment Advisor Representative working at Cedar Capital, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

9
David S. Ulm
CRD#: 5875346
155 North Wacker Drive, Suite 1850, Chicago, IL 60606
90
Wealthminder
score

David Ulm (CRD# 5875346) is an Investment Advisor Representative working at Cedar Capital, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

10
Devan J. O'dowd
CRD#: 6237026
155 North Wacker Drive, Suite 1850, Chicago, IL 60606
89
Wealthminder
score

Devan O'dowd (CRD# 6237026) is an Investment Advisor Representative working at Cedar Capital, LLC in Chicago, IL and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.