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David Brian Ernst

CEDAR POINT CAPITAL PARTNERS, LLC·CEDAR RAPIDS, Iowa
Unclaimed Profile
329 12TH AVE SE, CEDAR RAPIDS, IA 52401CRD# 2473858Firm CRD# 317532
01

About

David Brian Ernst is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with CEDAR POINT CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CEDAR POINT CAPITAL PARTNERS, LLC
CEDAR POINT CAPITAL PARTNERS, LLC
AUM
$175M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CEDAR POINT CAPITAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2473858
Firm CRD# 317532
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Brian Ernst offer?
David Brian Ernst specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are David Brian Ernst's credentials?
David Brian Ernst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Brian Ernst located?
David Brian Ernst is based in CEDAR RAPIDS, Iowa, working with CEDAR POINT CAPITAL PARTNERS, LLC. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.
How does David Brian Ernst charge for services?
David Brian Ernst's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CEDAR POINT CAPITAL PARTNERS, LLC?
CEDAR POINT CAPITAL PARTNERS, LLC has approximately 5 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CEDAR RAPIDS
Thomas Joseph Berthel — BFC PLANNING, INC.Ronald Odin Brendengen — BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.Randy Austin Wilcox — BFC PLANNING, INC.Christopher C Thompson — AEGON USA REALTY ADVISORS, LLCBridget Celia Davis — CEDAR POINT CAPITAL PARTNERS, LLC
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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