Trent Von Ahsen
CRD Number: 5362122Current Firm: Cedar Point Capital Partners, LLC
Compensation Model: Fee Only
Trent Von Ahsen (CRD# 5362122) is an Investment Adviser Representative working at Cedar Point Capital Partners in Cedar Rapids, IA and has over 14 years of experience in the financial services industry. Trent has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
CRD# 2751115
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cedar Point Capital Partners, LLC | Cedar Rapids, IA | Feb 2022 - Current | 2 |
| Commonwealth Financial Network | San Diego, CA | Feb 2014 - Feb 2022 | 8 |
| Univ. Of Iowa Credit Union | Iowa City, IA | Dec 2010 - May 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- IA
- TX
-
Total Assets Under Management175MILLIONS
-
Total Number of Accounts1,115ACCOUNTS
-
Average Account Value$156,868
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
IA, NH, TX
Advisory Services offered through Cedar Point Capital Partners · A Registered Investment Adviser
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