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JH

Jeffrey L. Houdek

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CRD#: 2664944
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Lonn Houdek, who also goes by Jeff Houdek, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1996. Jeffrey had worked at 8 firms and has passed the Series 63, Series 82, Series 22, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff Houdek

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 14, 2009 - September 28, 2012

CEDAR POINT CAPITAL, LLC

BD
CRD#: 145116
EDINA, MN
Past

January 16, 2001 - April 5, 2001

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN
Past

January 1, 2001 - February 12, 2003

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

November 24, 2000 - May 13, 2002

EZ STOCKS, INC.

BD
CRD#: 103866
BROOKFIELD, WI
Past

September 19, 2000 - January 1, 2001

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN
Past

June 7, 2000 - February 26, 2001

STARFN

BD
CRD#: 7192
CHICAGO, IL
Past

November 8, 1999 - June 13, 2002

STOCKWALK.COM, INC.

BD
CRD#: 40692
MINNEAPOLIS, MN
Past

April 23, 1998 - November 17, 1998

FINTEGRA, LLC

BD
CRD#: 16741
MINNEAPOLIS, MN
Past

January 15, 1996 - September 27, 2001

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/30/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CP
CEDAR POINT CAPITAL, LLC
CEDAR POINT CAPITAL, LLC

CRD#: 145116 / SEC#: , 8-67704

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
7300 Metro Blvd Suite 360, Edina, MN 55439
Mailing Address
7300 Metro Blvd Suite 360, Edina, MN 55439
Phone number
(952) 259-6249
Established
Minnesota since 02/09/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (21 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JOHNSON, DAVID BRUCECEO, MANAGING MEMBER259171
DENDOOVEN, MARK LINCOLNCFO/FINOP4315832
JOHNSON, TODD CAMPBELLCCO/AMLCO/EXEC. REP4282375

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CEDAR POINT CAPITAL, LLC

CRD#: 145116

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