Nicholas Timm has been an investment adviser representative at Cedar Point Capital Partners since November 2023, and is not listed among the firm’s executive officers or direct owners. Nicholas Timm holds an Associate Degree from Kirkwood Community College and a Bachelor's Degree from Mount Mercy University.
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.
Nicholas Timm is Director of Cedar Point Capital Partners, based in Cedar Rapids, Iowa. He has a decade plus of financial planning and wealth management experience and partners with clients to build financial life plans. Before joining the firm he worked for a financial services firm in the Corridor.
Nicholas Timm’s longest registration was 7 years at Equitable Advisors, LLC (2016–2023). Before joining Cedar Point Capital Partners in 2023, Nicholas Timm was registered through Equitable Advisors, LLC.
- – present · 2 yearsCedar Rapids, IA · Adviser representative · Firm CRD 317532
- Equitable Advisors, LLC– · 7 yearsCedar Rapids, IA · Adviser representative · Firm CRD 6627
Professional designations
Listed by Cedar Point Capital Partners
- CERTIFIED FINANCIAL PLANNER® Professional
- Chartered Financial Consultant®
- Tax Planning Certified Professional®
- Accredited Investment Fiduciary®
Investment adviser representative registrations
Nicholas Timm is registered as an investment adviser representative in Iowa, since November 2023.
- IowaSince 1 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 April 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 May 2014 |
| Series 7 | General Securities Representative Examination | 5 December 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nicholas James Timm
- CRD
- 6254312
- Firm
- Cedar Point Capital Partners · CRD 317532
- Office
- 329 12TH AVE SE, SUITE 106, Cedar Rapids, IA 52401
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cedarpointcap.com
Where does Nicholas Timm work?
Nicholas Timm is an investment adviser representative registered through Cedar Point Capital Partners, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Timm a financial advisor?
Yes. Nicholas Timm has a current investment-adviser registration in Iowa, through Cedar Point Capital Partners since November 2023.
How many years of experience does Nicholas Timm have?
Nicholas Timm has 12 years in the financial industry, since December 2013, across 2 adviser firms.
What exams has Nicholas Timm passed?
Nicholas Timm has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 2013. FINRA credited Nicholas Timm with the SIE, which began in October 2018.
Where is Nicholas Timm based?
Nicholas Timm’s registered office is in Cedar Rapids, IA.
Is Nicholas Timm registered with FINRA?
No. Nicholas Timm has no current broker registration.
Is Nicholas Timm a CFP?
Cedar Point Capital Partners lists Nicholas Timm with the CFP credential (“CERTIFIED FINANCIAL PLANNER® Professional”) on its website. CFP Board confirms certification status.
How can I verify Nicholas Timm’s record?
Search CRD 6254312 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Timm’s full registration record.
