Trent Lee Von Ahsen

Employer firm

Cedar Point Capital Partners, LLC CRD 317532

$248M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• PORTFOLIO MONITORING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 05/2019
  Univ. Of Iowa Credit Union
  Iowa City, IA
• 02/2014 → 02/2022
  Commonwealth Financial Network
  San Diego, CA
• 02/2022 → Present
  Cedar Point Capital Partners, Llc
  Cedar Rapids, IA

Previous Registrations

• 2014-02-03 → 2022-02-01
  Commonwealth Financial Network
  San Diego, CA
  Marion, IA
  Hiawatha, IA
  Cedar Rapids, IA
• 2010-12-09 → 2014-02-04
  Lpl Financial Llc
  Marion, IA
  Iowa City, IA
  Cedar Rapids, IA
  Cedar Rapids, IA
  Cedar Rapids, IA
• 2009-09-09 → 2010-10-29
  Thrivent Investment Management Inc.
  Johnston, IA
  Williamsburg, IA

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-08

Designations

• Certified Financial Planner

Other Names

• Trent Lee Vonahsen