Trent Von Ahsen
With 15-plus years of experience, multiple designations and certifications, Trent has built his reputation on rigorous research and disciplined investment strategies that put clients first.
Trent grew up on his parents’ farm outside Williamsburg, Iowa. He attended the Henry B. Tippie College of Business at the University of Iowa and earned a bachelor’s degree in finance, getting his start at a Midwest-based financial services company. He later joined a wealth management firm based in the ICR Corridor, where he rose to the rank of Chief Investment Strategist.
Trent has earned certifications in investment analysis, private wealth management and financial planning. Additionally, he is working toward his Master of Science degree from The Johns Hopkins University Carey Business School. Like the other partners at Cedar Point Capital Partners, he is an Accredited Investment Fiduciary®, as well as a member of the CFA Institute and the Investments & Wealth Institute.
His academic focus on holistic wealth management helps him tackle difficult planning and investment challenges with a steady hand. Continuously expanding his knowledge base, no planning situation is too complex or obscure for Trent—he works to find creative, customized solutions that help our clients achieve their financial goals.
Outside the office, you can find Trent spending time with his growing family, volunteering or simply being outdoors—though Trent will tell you, his other great passion is helping his father and brother on their Corridor-area farms.
Professional Certifications & Memberships
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Certified Investment Management Analyst®
Certified Private Wealth Advisor®
Retirement Management Advisor®
Accredited Investment Fiduciary®
Member, CFA Institute
Member, CFA Society of Iowa
Member, Investments & Wealth Institute
Elder, Immanuel Lutheran Church
Past Board Member & Treasurer, JDRF of Eastern Iowa
Past Board Member & Treasurer, Cedar Rapids Jaycees