Nicholas J. Timm

CEDAR POINT CAPITAL PARTNERS

Cedar Rapids, IA 52401

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CRD#: 6254312

Professional summary

Nicholas James Timm, who also goes by Nicholas Timm, is a registered financial advisor currently at CEDAR POINT CAPITAL PARTNERS, LLC located in Cedar Rapids, Iowa.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nicholas has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas Timm

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) TRE LLC; Investment-Related; 2468 Timberview Dr, Williamsburg, IA, 52361; Holding Company for Family Real Estate Holdings(s); Member/Manager; 09/2018, Less than 5 hours per month, 0 hours per month during Securities Trading Hours; General Administration. 2) Mount Mercy University Alumni Board; Not Investment-Related; 1330 Elmhurst Dr NE, Cedar Rapids, IA 52402; Non-Profit Organization (Higher Education); Board Member; 12/2019; Less than 5 hours per month; 0 hours per month during Securities Trading Hours; Support Strategic Initiatives & General Welfare. 3) Lutheran Interparish School; Not Investment-Related; 804 Court St, Williamsburg, IA 52361; Non-Profit Organization (Elementary Education); Board Member; 10/2021; Less than 5 hours per month; 0 hours per month during Securities Trading Hours; Support Strategic Initiatives & General Welfare.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas James Timm'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®

None

Experience

Current

November 1, 2023 - 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

April 12, 2016 - November 7, 2023

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CEDAR RAPIDS, IA

Past

December 6, 2013 - November 7, 2023

EQUITABLE ADVISORS, LLC

CRD#: 6627

CEDAR RAPIDS, 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
(11/1/2023)

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 65

Date: 4/11/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/2/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/5/2013

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.

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Advisor Monitoring

Firm Stability Insights

Nicholas J. Timm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas James Timm's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CEDAR POINT CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/11/2016

Series 63

Date: 5/2/2014

SIE

Date: 10/1/2018

Series 7

Date: 12/5/2013

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

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