Advisors at this firm
Nicholas T
CFP®, ChFC®, Series 63, Series 65
Cedar Rapids, IA
Cedar Point Capital Partners, LLC
Nicholas Timm is a financial advisor at Cedar Point Capital Partners, LLC with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Equitable Advisors, LLC and Axa Advisors LLC. Timm serves on the boards of Mount Mercy University Alumni and Lutheran Interparish School. Cedar Point Capital Partners is a five-advisor firm serving individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, qualitative, and cyclical analysis across a range of asset classes.
Aaron E
Series 65
Cedar Rapids, IA
Cedar Point Capital Partners, LLC
Aaron Epstein is a financial advisor at Cedar Point Capital Partners, LLC in Cedar Rapids, IA, holding a Series 65 credential with six years of industry experience. He previously worked at Basepoint Wealth LLC and has been involved with several soccer organizations, including the Iowa Soccer Association Olympic Development Program. Cedar Point Capital Partners is a registered investment adviser with a five-advisor team serving individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process across various asset classes and emphasizes institutional custodial relationships and formal compliance policies.
Bridget M
Series 66
Cedar Rapids, IA
Cedar Point Capital Partners, LLC
Bridget Meier is a financial advisor with Cedar Point Capital Partners, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at Commonwealth Financial Network, United Iowa Financial, GreenState Credit Union, and Coe College. Cedar Point Capital Partners is a registered investment adviser composed of a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, qualitative, charting, and cyclical analysis, offering a range of strategies across equities, fixed income, options, alternative investments, and cryptocurrency products.
David E
Series 63
Cedar Rapids, IA
Cedar Point Capital Partners, LLC
David Ernst is a financial advisor at Cedar Point Capital Partners, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including United Iowa Financial and Commonwealth Financial Network. Ernst serves on the boards of several local nonprofit organizations focused on economic development and child welfare. Cedar Point Capital Partners is a registered investment adviser led by a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, qualitative, charting, and cyclical analyses, and offers services spanning portfolio management, financial planning, and retirement plan consulting.
Trent V
CFP®, Series 66
Cedar Rapids, IA
Cedar Point Capital Partners, LLC
Trent Von Ahsen is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Cedar Point Capital Partners, LLC since 2022 and previously spent eight years at Commonwealth Financial Network and nine years at the University of Iowa Credit Union. Cedar Point Capital Partners is a registered investment adviser with a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process that integrates fundamental, quantitative, qualitative, and cyclical analysis across a variety of asset classes and strategies.
Blake C
Series 65
Cedar Rapids, IA
Cedar Point Capital Partners, LLC
Blake Chance is a financial advisor at Cedar Point Capital Partners, LLC in Cedar Rapids, IA. He holds a Series 65 designation and has been with Cedar Point Capital Partners since 2025. Prior to joining the firm, Blake worked at the University of Iowa and Albia High School. Cedar Point Capital Partners is a registered investment adviser with a five-advisor team serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a multi-disciplinary investment process that integrates fundamental, quantitative, qualitative, charting, and cyclical analysis across various asset classes, offering portfolio management, financial planning, and retirement plan consulting.