Unclaimed Profile

Robert Terrence Dignan

CEDARPOINT INVESTMENT ADVISORS, INC.·DELAFIELD, Wisconsin

Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record20 years registeredCEDARPOINT 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. · 20 years registered

Brand Profile

Not yet started

Career History

HIGHLAND INVESTMENT ADVISORS LLC

Jan 2021 – present

AVANTAX ADVISORY SERVICES

Mar 2020 – Sep 2020

WAUKESHA, WI

MIDLAND FINANCIAL ADVISORS, INC.

Jun 2009 – Jan 2019

DELAFIELD, WI

MCSHERRY ANDERSON

Jun 2006 – May 2007

WAUWATOSA, WI

CAPITAL FINANCIAL SERVICES, INC.

Aug 2005 – Dec 2009

DELAFIELD, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 30, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIDLAND FINANCIAL ADVISORS, INC.

CRD 149499 · SEC 801-70047

AUM

$215M

Regulatory assets under management

Employees

715 client accounts

Services offered by MIDLAND FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MIDLAND FINANCIAL ADVISORS, INC. →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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