Nicholas Timm
Nicholas Timm is a CFP, ChFC-designated registered investment advisor at Cedar Point Capital Partners, LLC, based in Cedar Rapids, IA, with 12 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 300 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
In rare cases, Cedar Point Capital Partners may agree to charge based upon a fixed dollar amount not to exceed the fee schedules above. There is a separate fee schedule for charitable organizations.
Fee Estimator
Contact
Nicholas Timm
Location
329 12th Ave Se, Suite 106, Cedar Rapids, IA, 52401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nicholas is a member/manager of TRE LLC, a holding company for family real estate. He also serves as a board member for Mount Mercy University Alumni and Lutheran Interparish School, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Cedar Point Capital Partners, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
With a decade plus of financial planning and wealth management experience, Nicholas partners with clients to build holistic financial life plans.A native of Williamsburg, Iowa, Nicholas grew up a multi-sport athlete with passions for competition and collaboration. These passions ultimately led him to pursue an education in finance—a field that first piqued his interest after a Junior Achievement investing workshop in high school.Graduating from Kirkwood Community College and Mount Mercy University in Cedar Rapids, Nicholas earned both an Associate Degree and a Bachelor’s Degree, majoring in Marketing and Finance. While at MMU, he was involved in student organizations, including the investment club.Prior to joining our team, he worked for a financial services firm here in the Corridor. His focus on building relationships, continuous learning, and providing unbiased financial insights as a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant® make him a key piece of the Cedar Point Capital Partners team.Outside of the office, Nicholas proudly supports his wife, Megan, in her growing dental practice, Smiles Family Dentistry. You may also find Nicholas volunteering for local organizations, playing a round of golf, training for half-marathons with his wife, or rooting on the Iowa Hawkeyes and Chicago Cubs with his three young children and two dogs.