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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 previously worked at Equitable Advisors and AXA Advisors LLC. Outside of his advising role, he serves on the alumni board of Mount Mercy University and the board of Lutheran Interparish School. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations, offering comprehensive wealth management that integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning. The firm is planning a service restructure including the addition of institutional asset management and a revised fee schedule effective in 2027.
Aaron E
Series 65
Cedar Rapids, IA
Cedar Point Capital Partners, LLC
Aaron Epstein is a financial advisor at Cedar Point Capital Partners, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Basepoint Wealth LLC for six years. Epstein has also been involved with soccer organizations, including the Iowa Soccer Association Olympic Development Program and the Prairie Soccer Club. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning, utilizing a range of securities and monitoring accounts for rebalancing and risk management.
Bridget M
Series 66
Cedar Rapids, IA
Cedar Point Capital Partners, LLC
Bridget Meier is a financial advisor at Cedar Point Capital Partners, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network, United Iowa Financial, and GreenState Credit Union. Cedar Point Capital Partners advises individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning, using a variety of securities and applying risk management practices.
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 32 years of industry experience. He holds a Series 63 designation and has worked at several firms including United Iowa Financial, Commonwealth Financial Network, University of Iowa Credit Union, and LPL Financial. Ernst serves on the boards of multiple non-profit organizations, including The District: Czech Village & New Bohemia and the Boys & Girls Club of the Corridor. Cedar Point Capital Partners advises individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning, using a variety of securities and rebalancing strategies, and plans to expand institutional asset management services beginning in 2027.
Trent V
CFP®, Series 66
Cedar Rapids, IA
Cedar Point Capital Partners, LLC
Trent Von Ahsen is a financial advisor at Cedar Point Capital Partners, LLC with 17 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Commonwealth Financial Network, University of Iowa Credit Union, and Thrivent Investment Management. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with comprehensive financial planning and will introduce Institutional Asset Management services in 2027.
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 in the industry for one year. Prior to joining Cedar Point Capital Partners, he worked at the University of Iowa and Albia High School. Cedar Point Capital Partners serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates portfolio management with comprehensive financial, retirement, insurance, tax, estate, and philanthropic planning, and is adding institutional asset management services effective January 1, 2027.
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