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 32 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 15 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 23 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 6 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 3 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 3 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 4 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 5 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 5 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 2 years of experience in the finance industry.

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