Cedar Point Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$240,142,243
Clients
294
Advisors
6
of 7 employees
About
Cedar Point Capital Partners advises individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, corporations, and charitable organizations. Its service menu includes Comprehensive Wealth Management (the renamed form of its prior Comprehensive Portfolio Management), retirement plan consulting, and — effective January 1, 2027 — Institutional Asset Management; the brochure also notes standalone financial planning and portfolio monitoring will be discontinued at that time.
The firm combines portfolio management with financial, retirement, insurance, tax, estate, and philanthropic planning when appropriate, building portfolios from individual stocks, bonds, ETFs, mutual funds, options and other public and private securities and monitoring accounts for rebalancing and risk management. The brochure explicitly describes the firm’s use of borrowed funds (margin) in client accounts under “Margin Transactions” and outlines the attendant risks and controls.
The brochure highlights several firm‑level distinctions: a planned service restructure and a move to a new Private Wealth fee schedule with a higher household minimum effective January 1, 2027, and the addition of institutional services for nonprofits and endowments. It also directs readers to its CRD number and the SEC adviserinfo site and notes the firm’s use of third‑party ratings in its external materials, a feature that is relatively uncommon among peers.
Client services
Expertise
Fee options
Financial Planning & Consulting: flat fees up to $10,000; Portfolio Monitoring: flat fees up to $25,000 (through 12/31/2026); Retirement Plan Consulting flat fees up to $25,000
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $7,000,000: 0.55% $7,000,001 - $15,000,000: 0.35%
Financial Planning & Consulting: hourly fees up to $500/hour; Portfolio Monitoring: hourly fees up to $250/hour (through 12/31/2026)
Financial Planning & Consulting: subscription fees up to $10,000 annually (through 12/31/2026)
Account minimum: $1,000,000 Fee-only: Financial Planning & Consulting: hourly fees up to $500/hour; flat fees up to $10,000; subscription fees up to $10,000 annually (through 12/31/2026)
Main office
329 12th Ave SE, Suite 106
Cedar Rapids IA 52401
Advisors at this office
6
Most active in
Iowa · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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 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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