Cedarwinds Investment Management, LLC

Cedarwinds Investment Management, LLC (CRD# 131501) is a financial advisory firm headquartered in Milwaukee, WI. They manage $128,714,519 in 385 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $334,323
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

IL, TX, WI

Financial Advisors at Cedarwinds Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Donna M. Barth
CRD#: 2700531
4650 N. Port Washington Road, Milwaukee, WI 53212
93
Wealthminder
score

Donna Barth (CRD# 2700531) is an Investment Advisor Representative working at Cedarwinds Investment Management, LLC in Milwaukee, WI and has over 21 years of experience in the finance industry.

2
Geoffrey G. Maclay
CRD#: 1834706
Milwaukee, WI
93
Wealthminder
score

Geoffrey Maclay (CRD# 1834706) is an Investment Advisor Representative working at Cedarwinds Investment Management, LLC in Milwaukee, WI and has over 29 years of experience in the finance industry.

3
John O. Myers
CRD#: 1337434
4650 N. Port Washington Road, Suite110, Milwaukee, WI 53212
93
Wealthminder
score

John Myers (CRD# 1337434) is an Investment Advisor Representative working at Cedarwinds Investment Management, LLC in Milwaukee, WI and has over 20 years of experience in the finance industry.

4
Robert K. Weigel
CRD#: 5280986
Verona, WI
93
Wealthminder
score

Robert Weigel (CRD# 5280986) is an Investment Advisor Representative working at Cedarwinds Investment Management, LLC in Verona, WI and has over 10 years of experience in the finance industry.

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