Cardinal Investments, Inc.

Broker-DealerFINRA Member
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 with individual ownership. The firm's classification in the provided record is unclassified, and the profile indicates it does not operate as a capital allocator. The data flags that Cardinal Investments is not an active ESG investor, is not identified as a multi-state adviser, is not newly formed, and does not list pension consulting or related-adviser roles. The supplied record contains limited operational detail: there are no firm-level disclosures about client segments, fee structures, specific advisory activities, or target investment styles. That absence makes it difficult to characterize how the firm sources or implements portfolios from the available dataset.

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

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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