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Robert Terrence Dignan

CEDARPOINT INVESTMENT ADVISORS, INC.·DELAFIELD, Wisconsin
Clean recordCEDARPOINT INVESTMENT ADVISORS, INC.
524 MILWAUKEE ST., DELAFIELD, WI 53018CRD# 2940253Firm CRD# 149499

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Terrence Dignan · DELAFIELD, WI
Registration
CRD #2940253 · CEDARPOINT INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Terrence Dignan is a registered financial advisor based in DELAFIELD, Wisconsin, affiliated with CEDARPOINT INVESTMENT ADVISORS, INC.. 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
Introduction

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03

Firm Overview

Firm
MIDLAND FINANCIAL ADVISORS, INC.
MIDLAND FINANCIAL ADVISORS, INC.
AUM
$215M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MIDLAND FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2940253
Firm CRD# 149499
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Terrence Dignan offer?
Robert Terrence Dignan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DELAFIELD, Wisconsin for a consultation.
What are Robert Terrence Dignan's credentials?
Robert Terrence Dignan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Terrence Dignan located?
Robert Terrence Dignan is based in DELAFIELD, Wisconsin, working with CEDARPOINT INVESTMENT ADVISORS, INC.. Their office serves clients in the DELAFIELD metropolitan area and surrounding communities.
How does Robert Terrence Dignan charge for services?
Robert Terrence Dignan'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 CEDARPOINT INVESTMENT ADVISORS, INC.?
CEDARPOINT INVESTMENT ADVISORS, INC. has approximately 3 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CEDARPOINT INVESTMENT ADVISORS, INC.

Daniel William Wilson
DELAFIELD, WI
Eric Andrew Chojnicki
DELAFIELD, WI

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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
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Research
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