Cedarpoint Investment Advisors, Inc.

Cedarpoint Investment Advisors, Inc. (CRD# 149499) is a financial advisory firm headquartered in Delafield, WI. They manage $173,727,242 in 1,054 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • 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
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, FL, IL, MN, NC, TX, WI

Financial Advisors at Cedarpoint Investment Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Daniel W. Wilson
CRD#: 2810851
524 Milwaukee St., Suite 300, Delafield, WI 53018
101
Wealthminder
score
Daniel Wilson (CRD# 2810851) is an Investment Advisor Representative working at Cedarpoint Investment Advisors, Inc. in Delafield, WI and has over 19 years of experience in the finance industry. Daniel Wilson 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Robert T. Dignan
CRD#: 2940253
524 Milwaukee St., Suite 300, Delafield, WI 53018
96
Wealthminder
score

Robert Dignan (CRD# 2940253) is an Investment Advisor Representative working at Cedarpoint Investment Advisors, Inc. in Delafield, WI and has over 19 years of experience in the finance industry. Robert Dignan 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.

3
Terrence L. Dignan
CRD#: 872274
524 Milwaukee St., Suite 300, Delafield, WI 53018
93
Wealthminder
score

Terrence Dignan (CRD# 872274) is an Investment Advisor Representative working at Cedarpoint Investment Advisors, Inc. in Delafield, WI and has over 37 years of experience in the finance industry.

4
Anna M. Jaeger
CRD#: 6217614
524 Milwaukee St., Suite 300, Delafield, WI 53018
90
Wealthminder
score

Anna Jaeger (CRD# 6217614) is an Investment Advisor Representative working at Cedarpoint Investment Advisors, Inc. in Delafield, WI and has over 3 years of experience in the finance industry.

5
Naomi K. Ackley
CRD#: 6289332
524 Milwaukee St., Suite 300, Delafield, WI 53018
89
Wealthminder
score

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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