CEDARPOINT INVESTMENT ADVISORS, INC.

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CedarPoint, which is a registered investment advisor, offers financial planning and investment services. It has about $180 million in assets under administration. CedarPoint will operate as a wholly owned subsidiary of Midland. Its employees are all being retained in the integration, and will continue operating out of the same Delafield office. CedarPoint was founded in 2009 and has four employees. Its principals, Dan Wilson and Bob Dignan, were in an equal partnership prior to the acquisition. Wilson will serve as managing director of the Delafield office and Dignan will remain on board as a wealth advisor.

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CEDARPOINT INVESTMENT ADVISORS, INC.

Industry:
Advice Financial Services

Founded:
2009-01-01

Address:
Delafield, Wisconsin, United States

Country:
United States

Website Url:
http://www.cedarpointinvestments.com

Total Employee:
1+

Status:
Active

Contact:
(262)303-4503

Technology used in webpage:
Network Solutions DNS Time Warner Confluence Networks US Internet


Current Employees Featured

naomi-ackley_image

Naomi Ackley
Naomi Ackley Chief Compliance Officer & Operations Manager @ Cedarpoint Investment Advisors, Inc.
Chief Compliance Officer & Operations Manager
2013-04-01

Official Site Inspections

http://www.cedarpointinvestments.com

  • Host name: a904c694c05102f30.awsglobalaccelerator.com
  • IP address: 76.223.54.146
  • Location: Seattle United States
  • Latitude: 47.54
  • Longitude: -122.3032
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98108

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