Trent L. Von Ahsen

CEDAR POINT CAPITAL PARTNERS | Managing Partner, Cedar Point Capital Partners

Cedar Rapids, IA 52401

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CRD#: 5362122

Professional summary

Trent Lee Von Ahsen, CFP®, CIMA®, CPWA®, who also goes by Trent Lee Vonahsen, is a registered financial advisor currently at CEDAR POINT CAPITAL PARTNERS, LLC located in Cedar Rapids, Iowa.

Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Trent has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning,

Investment Planning,

Estate Planning,

Tax Planning,

Social Security Planning,

Comprehensive Financial Planni...

Institutional consulting,

Executive services and equity ...

What is your current number of clients?

Greater than 100

How do you get paid?

Fee-Only

Are you a "fiduciary"?

Yes

Aliases

Trent Lee Vonahsen

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.

1. Elm Street Holdings, LLC; Not investment-related; 122 South Linn Street, Iowa City, IA 52240; Holding Company for Family Real Estate Holding(s); Manager/Manager; 12/2022; 0 hours spent per month; 0 hours spent during securities trading hours; General Administration.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Lee Von Ahsen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2019-11-11

Expire date: 2024-04-30

Experience

Current

February 3, 2022 - Present

CEDAR POINT CAPITAL PARTNERS, LLC

Office #1: 329 12th Ave Se Suite 106, Cedar Rapids, IA 52401

RIA

CRD#: 317532

Cedar Rapids, IA

Past

February 3, 2014 - February 1, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Cedar Rapids, IA

Past

February 3, 2014 - February 1, 2022

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Cedar Rapids, IA

Past

December 9, 2010 - February 4, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

CEDAR RAPIDS, IA

Past

December 9, 2010 - February 4, 2014

LPL FINANCIAL LLC

CRD#: 6413

CEDAR RAPIDS, IA

Past

September 9, 2009 - October 29, 2010

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

WILLIAMSBURG, IA

Past

August 7, 2009 - October 29, 2010

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

WILLIAMSBURG, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CEDAR POINT CAPITAL PARTNERS, LLC

CRD#: 317532 / SEC#: 801-123161

RIA

Registered Investment Advisory firm - (2/3/2022 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(2/3/2022)

IAR

Texas
(2/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/8/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2009

General Securities Representative Examination

Current Firm

CEDAR POINT CAPITAL PARTNERS, LLC

CRD#: 317532 / SEC#: 801-123161

RIA

Registered Investment Advisory firm - (2/3/2022 Approved)

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Contact information

Main Address

329 12th Ave Se Suite 106, Cedar Rapids, IA 52401

Mailing Address

Phone number

(800) 501-6403

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (11/11/2025)

Regulatory assets under management

Total Number of Accounts	1,128
AUM (Assets Under Management)	$ 200,899,768

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Trent L. Von Ahsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Lee Von Ahsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

LPL FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

CEDAR POINT CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2009

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2009

Current Firm

CEDAR POINT CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CEDAR POINT CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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