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JD

Jeffrey S. Deters

CEDAR POINT CAPITAL
Edina, MN 55439
Some features on this profile are disabled
CRD#: 7375242
JD

Professional summary

Jeffrey Scott Deters is a registered financial professional currently at CEDAR POINT CAPITAL, LLC located in Edina, Minnesota.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2021. Jeffrey has worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Jeffrey Scott Deters'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

September 8, 2021 - Present

CEDAR POINT CAPITAL, LLC

Office #1: 7300 Metro Blvd Suite 360, Edina, MN 55439
BD
CRD#: 145116
Edina, MN

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(9/15/2021)
RR
Minnesota
(10/7/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 10/7/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 9/8/2021
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 7/12/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

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#: 145116Edina, MN 55439

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