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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cardinal Point Wealth Management, LLC 8 months, 3 weeks Jan 2019 - Present
Cardinal Point Capital Management Inc. 8 months, 3 weeks Jan 2019 - Present
Transition Financial Advisors Group, Inc. 5 years, 7 months Feb 2014 - Present
Transition Financial Advisors Group, Inc. 4 years, 11 months Feb 2014 - Jan 2019
Wells Fargo Home Mortgage 2 years, 2 months Dec 2011 - Feb 2014
Wells Fargo Bank 1 year, 2 months Sep 2010 - Nov 2011
Wells Fargo Financial 1 year, 5 months Apr 2009 - Sep 2010
San Jose Bar and Grill 1 year Jun 2008 - Jun 2009
Lincoln Financial Advisors Corp 1 year Aug 2007 - Aug 2008
Progressive Concrete Works, Inc. 2 years, 6 months Jan 2005 - Jul 2007
Are You
Lucas Mitchell Wennersten?
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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 31, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jul 2, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Cardinal Point Capital Management Inc.

Last updated on June 12, 2017
    • $179.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $164.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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