CARDINAL INVESTMENTS, INC.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
COLUMBIA, Illinois
CRD number
36838
Registered since
October 17, 1994

Firm profile

FINTRX

Overview

Cardinal Investments, Inc. is organized as a corporation and has been SEC-registered since 1994. The firm is owned by an individual and is listed as "Unclassified" in the available dataset. The profile indicates the firm does not act as a capital allocator, is not positioned as a multi-state adviser, is not an active ESG investor, and does not identify as a pension consultant or related adviser. The dataset does not include details on the firm’s fee schedule, specific advisory activities, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • JEFFREY HEET

    PresidentCRD 1192160

  • MARY HEET

    SecretaryCRD 2515095

  • BARBARA JEAN HEET

    DirectorCRD 2515094

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COLUMBIA, IL

MONROE

Location

COLUMBIA, IL

Headquartered in COLUMBIA, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
MONROE
Address
3512 Sweet Briar Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth