Daniel Wilson Overview

  • Primary Position
  • Executive

Daniel Wilson General Information

Biography

Mr. Daniel Wilson served as Executive at Cedarpoint Investments Advisors. He served as Managing Director at Midland Financial. He serves as an Executive at Cedarpoint Investments Advisors. He is also the owner of Cedarpoint Investments. He brought with him 13 years of prior investment management experience when he joined CedarPoint Investment Advisors in 2009 as a full Partner. During that time, 10 of those years were spent with JP Morgan's Private Wealth Management group in Madison. Dan has expertise in financial planning, money management, and overall estate planning. He is responsible for overseeing the firm's clients with respect to their financial plans and investment management, and the on-going servicing of these clients, as well as running the day to day operations with Bob.

Contact Information

Primary Position
Executive, Cedarpoint Investments Advisors
Education
University of Wisconsin, BS (Bachelor of Science)
University of Wisconsin, Degree
Gender
Male

Daniel Wilson FAQs

  • Who is Daniel Wilson?

    Mr. Daniel Wilson served as Executive at Cedarpoint Investments Advisors.

  • How much does Daniel Wilson typically invest?

    Daniel Wilson's median deal size is .

  • What is Daniel Wilson’s main position?

    Daniel Wilson’s primary position is Executive.

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