Bridget Celia davis Meier
Investment adviser representative at Cedar Point Capital Partners, LLC
12 yearsExperience
1 stateRegistered in
$248.1MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Cedar Point Capital Partners, LLCFeb 2022 to now
- Commonwealth Financial NetworkSep 2019 to Jan 2022
- United Iowa FinancialApr 2019 to Jan 2022
- Greenstate Credit UnionMay 2018 to Apr 2019
- Coe CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IA).
Cedar Point Capital Partners, LLC
$248.1MAssets managed
300Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6819298
- Firm CRD
- 317532