Bridget Meier has been Chief Compliance Officer of Cedar Point Capital Partners since January 2024, is a control person of the firm and directly owns under 5% of it. Bridget Meier studied at Coe College.
Cedar Point Capital Partners, LLC is a Cedar Rapids, IA firm with $248M under management, 300 clients and 5 advisers in one office, as of its March 2026 filing.
Bridget Meier is Partner of Cedar Point Capital Partners, based in Cedar Rapids, Iowa. Her role throughout the financial planning process provides research and insights to assist in meeting specific client objectives. She is a member of the Financial Planning Association.
Bridget Meier’s longest registration is the current one, 4 years at Cedar Point Capital Partners since 2022. Before joining Cedar Point Capital Partners in 2022, Bridget Meier was registered through Commonwealth Financial Network.
- – present · 4 yearsCedar Rapids, IA · Adviser representative · Firm CRD 317532
- Commonwealth Financial Network– · 1 yearCedar Rapids, IA · Adviser representative · Firm CRD 8032
Professional designations
Listed by Cedar Point Capital Partners
- Accredited Investment Fiduciary®
Investment adviser representative registrations
Bridget Meier is registered as an investment adviser representative in Iowa, since February 2022.
- IowaSince 3 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 February 2020 |
| Series 7TO | General Securities Representative Examination | 5 November 2019 |
| SIE | Securities Industry Essentials Examination | 1 April 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Bridget Celia Davis Meier
- CRD
- 6819298
- Firm
- Cedar Point Capital Partners · CRD 317532
- Role
- Chief Compliance Officer
- Office
- 329 12TH AVE SE, SUITE 106, Cedar Rapids, IA 52401
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cedarpointcap.com
Where does Bridget Meier work?
Bridget Meier has been Chief Compliance Officer of Cedar Point Capital Partners, LLC since January 2024, and is a control person of the firm.
Is Bridget Meier a financial advisor?
Yes. Bridget Meier has a current investment-adviser registration in Iowa, through Cedar Point Capital Partners since February 2022.
How many years of experience does Bridget Meier have?
Bridget Meier has 6 years in the financial industry, since November 2019, across 2 adviser firms.
What exams has Bridget Meier passed?
Bridget Meier has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2019.
Where did Bridget Meier work before Cedar Point Capital Partners?
Before Cedar Point Capital Partners, Bridget Meier was registered through Commonwealth Financial Network, March 2020 to January 2022.
Where is Bridget Meier based?
Bridget Meier’s registered office is in Cedar Rapids, IA.
Is Bridget Meier registered with FINRA?
No. Bridget Meier has no current broker registration.
How can I verify Bridget Meier’s record?
Search CRD 6819298 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bridget Meier’s full registration record.