Cederian Investments, LLC

Cederian Investments, LLC (CRD# 150925) is a financial advisory firm headquartered in American Fork, UT. They manage $15,050,000 in 115 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $130,870
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)
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, LA, UT

Financial Advisors at Cederian Investments, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jason H. Lindquist
CRD#: 5728205
947 S. 500 E. Ste. 302, American Fork, UT 84003
93
Wealthminder
score

Jason Lindquist (CRD# 5728205) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has over 9 years of experience in the finance industry.

2
Daniel C. Carr
CRD#: 6647093
947 S 500 E Ste 302, American Fork, UT 84003
90
Wealthminder
score

Daniel Carr (CRD# 6647093) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has 1 year of experience in the finance industry.

3
Matthew J. Malstrom
CRD#: 5956316
947 S 500 E Ste 302, American Fork, UT 84003
90
Wealthminder
score

Matthew Malstrom (CRD# 5956316) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has over 6 years of experience in the finance industry.

4
Seth B. Merrill
CRD#: 5728202
947 S. 500 E. Ste. 302, American Fork, UT 84003
90
Wealthminder
score

Seth Merrill (CRD# 5728202) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has 1 year of experience in the finance industry.

5
Kyle R. Slager
CRD#: 4668617
947 S 500 E Ste 302, American Fork, UT 84003
90
Wealthminder
score

Kyle Slager (CRD# 4668617) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has over 5 years of experience in the finance industry.

6
Brent P. Dunn
CRD#: 6490818
947 S 500 E Ste 302, American Fork, UT 84003
88
Wealthminder
score

Brent Dunn (CRD# 6490818) is an Investment Advisor Representative working at Cederian Investments, LLC in American Fork, UT and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.