CEDARPOINT INVESTMENT ADVISORS, INC.
CedarPoint, which is a registered investment advisor, offers financial planning and investment services. It has about $180 million in assets under administration. CedarPoint will operate as a wholly owned subsidiary of Midland. Its employees are all being retained in the integration, and will continue operating out of the same Delafield office. CedarPoint was founded in 2009 and has four employees. Its principals, Dan Wilson and Bob Dignan, were in an equal partnership prior to the acquisition. Wilson will serve as managing director of the Delafield office and Dignan will remain on board as a wealth advisor.
CEDARPOINT INVESTMENT ADVISORS, INC.
Industry:
Advice Financial Services
Founded:
2009-01-01
Address:
Delafield, Wisconsin, United States
Country:
United States
Website Url:
http://www.cedarpointinvestments.com
Total Employee:
1+
Status:
Active
Contact:
(262)303-4503
Technology used in webpage:
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