Cardinal Investments, Inc.
Firm details
- Headquarters
- Columbia, Illinois
- CRD number
- 36838
- Registered since
- October 17, 1994
Firm profile
FINTRXOverview
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
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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