Trent
Von Ahsen
Cedar Point Capital Partners, LLC
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About this Advisor
Trent Von Ahsen is a financial advisor based in Cedar Rapids, Iowa, working with Cedar Point Capital Partners, LLC. Trent has previously held positions at Univ. Of Iowa Credit Union, Commonwealth Financial Network, and Cedar Point Capital Partners, LLC. Trent has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Texas. Currently, Trent is part of Cedar Point Capital Partners, LLC, which operates out of Cedar Rapids, Iowa. The firm has 5 employees and manages assets totaling $174.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Cedar Point Capital Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cedar Point Capital Partners, LLC Brokerage Details
$174,907,856
5
1,115
$156,868
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Trent Von Ahsen Work History
Cedar Point Capital Partners, LLC
Commonwealth Financial Network
Univ. Of Iowa Credit Union
Disclosures
Please visit the SEC profile of Trent Von Ahsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cedar Point Capital Partners, LLC
Cedar Rapids, IA
Cedar Rapids, IA
Cedar Rapids, IA
Cedar Rapids, IA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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