Become a Client

The Right Investments For You

The Right Investments For YouAt Cedar Creek Securities, we believe in finding the right investments for the individual. We don't just gather accounts – we pride ourselves on building long-lasting relationships, working with our clients one-on-one to create the best financial plan to address their specific needs. That's why our clients continue to work with us year after year.

When you decide to work with us, you can be confident that we have the knowledge and experience necessary to understand and help you achieve your individual financial goals. We customize a plan that's right for you now, then help you make the best investment decisions as you transition from one life stage to the next. Whether you're new to the world of investing or have already been building wealth for decades, we have the ideal plan for you.

Advice You Can Trust

We're looking out for your best interests at Cedar Creek. We base all of our investment decisions on independent third-party research and, unlike many firms, we don't sell our own proprietary investment products. Our investment professionals have no incentive to sell one investment over another, so you're assured outstanding, unbiased advice – and the right portfolio for your needs.

We believe in building strong, lasting relationships with our clients at Cedar Creek. Though our investment professionals keep you updated on your account's performance, we want you to feel comfortable contacting us with questions and concerns whenever they arise.

Every Client Matters

At Cedar Creek, we don't have account minimum requirements. We think the best time to start investing is now, regardless of your age or net worth. From Generations X, Y and Z to Baby Boomers and the Greatest Generation, we can help you establish a successful financial plan that has been carefully customized to your individual goals and dreams. We strive to anticipate the needs – and exceed the expectations – of every single one of
our clients.

Products And Services

Cedar Creek Securities is an independent, full-service investment firm offering traditional brokerage, investment advisory and risk management services.
At Cedar Creek, we are committed to helping our clients find the best path to
their financial goals.

  • IRAs
  • Retail Accounts
  • 401(k) Plans
  • College Savings Plans
  • Custodial Accounts
  • Trust Accounts
  • Estate Accounts
  • Traditional Brokerage
  • Advisory Services
  • Risk Management
  • Estate Planning
  • Philanthropic Giving
  • Wealth Transition Planning
  • Banking Services

NetExchange Client™

You can conveniently view your up-to-date investment information online at any time by logging in to your account through
NetExchange Client™.


Invest In Your Future

Want to learn more about how Cedar Creek can help you reach your financial goals? Call us at 414.226.2000
or contact us for more information or to schedule a meeting with one of our investment professionals.