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 a corporation that has been registered with the SEC since 1994. Public registry entries identify the firm as individually owned and list its regulatory classification as "unclassified." Filings indicate the firm does not act as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or as a related adviser to another firm. The firm’s public disclosures are sparse: there is no detailed information available about its client mix, fee structure, advisory offerings, or specific investment approach. Those researching Cardinal Investments, Inc. should expect to need direct contact or more detailed filings to clarify services, investment strategies, and target client segments.

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