Trent
Von Ahsen

Cedar Point Capital Partners, LLC

CRD#5362122
Investment Advisor
in Cedar Rapids, IA

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

329 12Th Ave Se Suite 106
Cedar Rapids, IA 52401

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Cedar Point Capital Partners, LLC Brokerage Details

Total Assets Under Management

$174,907,856

IA Average: $9,259,360,772
Total Number of Employees

5

IA Average: 166
Total Number of Accounts

1,115

IA Average: 7,189
Average Account Size

$156,868

IA Average: $1,287,990

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

2022 - Present (2 years)

Cedar Point Capital Partners, LLC

2014 - 2022 (8 years)

Commonwealth Financial Network

2010 - 2019 (9 years)

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

Bridget Davis
Cedar Rapids, IA
Nicholas Timm
Cedar Rapids, IA
David Ernst
Cedar Rapids, IA
Trent Von Ahsen
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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