CARDINAL INVESTMENTS, INC.
Firm details
- Headquarters
- COLUMBIA, Illinois
- CRD number
- 36838
- Registered since
- October 17, 1994
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4JEFFREY HEET
PresidentCRD 1192160
MARY HEET
SecretaryCRD 2515095
BARBARA JEAN HEET
DirectorCRD 2515094
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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