Advisor at Cedar Cove Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cedar Cove Wealth Partners
Location
Freeman, SD
Credentials
Series 65
Industry experience
2 years
Fixed fees for estate planning coordination services, amounts dependent on client needs and complexity
Hourly charges may be applicable as part of financial planning services (exact rates not specified)
Minimum fee: May include a minimum annual fee as stipulated in the Investment Advisory Agreement Fee-only: Fixed fees may be charged for financial planning and estate planning coordination services
Cedar Cove Wealth Partners
2025 - Present (1 year)
Thrivent Advisor Network, LLC D/B/A Cedar Cover Wealth Partners
2024 - 2025 (1 year)
Thrivent Advisor Network, LLC d/b/a Cedar Cove Wealth Partners
2022 - 2023 (1 year)
Thrivent Advisor Network, LLC d/b/a Cedar Cove Wealth Partners
2020 - 2021 (1 year)
THRIVENT Financial
2019 - 2020 (1 year)
Applebees
2017 - 2019 (2 years)
Planet Soccer
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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