Cedar Hill Associates, LLC

Cedar Hill Associates, LLC (CRD# 147206) is a financial advisory firm headquartered in Chicago, IL. They manage $1,108,314,224 in 1,373 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,108
    MILLION
  • Total Number of Accounts
    1,373
    ACCOUNTS
  • Average Account Value
    $807,221
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, FL, IL, MD, NY, PA, TN, TX, WI

Financial Advisors at Cedar Hill Associates, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Amy E. Bergren
CRD#: 3242343
120 North Lasalle Street, 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Amy Bergren (CRD# 3242343) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 8 years of experience in the finance industry. Amy Bergren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael D. Blanton
CRD#: 4044144
120 North Lasalle Street, 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Michael Blanton (CRD# 4044144) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 18 years of experience in the finance industry.

3
Christopher I. Engelman
CRD#: 2436374
120 North Lasalle Street, 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Christopher Engelman (CRD# 2436374) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

4
Asha T. Goldstein
CRD#: 4739422
120 North Lasalle Street, 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Asha Goldstein (CRD# 4739422) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 14 years of experience in the finance industry. Asha Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Nancy M. Graham
CRD#: 3242338
120 North Lasalle Street, 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Nancy Graham (CRD# 3242338) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 18 years of experience in the finance industry. Nancy Graham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Lynn D. Lavender
CRD#: 3199036
120 North Lasalle Street, 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Lynn Lavender (CRD# 3199036) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 19 years of experience in the finance industry. Lynn Lavender has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Kamiar Vossoughi
CRD#: 5785540
120 North Lasalle Street, 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Kamiar Vossoughi (CRD# 5785540) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 7 years of experience in the finance industry. Kamiar Vossoughi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Debbiann Frenzel
CRD#: 3042634
120 North Lasalle Street, 33rd Floor, Chicago, IL 60602
93
Wealthminder
score

Debbiann Frenzel (CRD# 3042634) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

9
Daniel A. Jones
CRD#: 1631929
120 North Lasalle Street, 33rd Floor, Chicago, IL 60602
93
Wealthminder
score

Daniel Jones (CRD# 1631929) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 25 years of experience in the finance industry.

10
Daniel C. Kriser
CRD#: 275632
120 North Lasalle Street, 33rd Floor, Chicago, IL 60602
93
Wealthminder
score

Daniel Kriser (CRD# 275632) is an Investment Advisor Representative working at Cedar Hill Associates, LLC in Chicago, IL and has over 38 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.