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 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
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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