Cedar Point Capital Partners, LLC
Cedar Point Capital Partners, LLC (CRD# 317532) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $174,907,856 in 1,115 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management175MILLION
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Total Number of Accounts1,115ACCOUNTS
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Average Account Value$156,868
- 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
- Pension consulting services
- Other
IA, NH, TX
Trent Von Ahsen (CRD# 5362122) is an Investment Adviser Representative working at Cedar Point Capital Partners in Cedar Rapids, IA and has over 14 years of experience in the financial services industry. Trent 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.
David Ernst (CRD# 2473858) is an Investment Advisor Representative working at Cedar Point Capital Partners, LLC in Cedar Rapids, IA and has over 30 years of experience in the finance industry.
Nicholas Timm (CRD# 6254312) is an Investment Advisor Representative working at Cedar Point Capital Partners, LLC in Cedar Rapids, IA and has over 9 years of experience in the finance industry.
Bridget Davis (CRD# 6819298) is an Investment Advisor Representative working at Cedar Point Capital Partners, LLC in Cedar Rapids, IA and has over 4 years of experience in the finance industry.