Michael Pepin (CRD# 5415838) is an Investment Advisor Representative working at Cx Institutional, LLC in River Falls, WI and has over 16 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6990105
Transamerica Retirement Advisors, LLC
CRD# 2558532
Mairs & Power
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cx Institutional, LLC | River Falls, WI | Feb 2023 - Current | 1 |
| Securities America, Inc. | River Falls, WI | Oct 2016 - Feb 2023 | 6 |
| Securities America Advisors | River Falls, WI | Oct 2016 - Feb 2023 | 6 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Oct 2016 | 4 |
| First Allied Securities, Inc. | San Diego, CA | Aug 2011 - Oct 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- WI
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Total Assets Under Management2,387MILLIONS
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Total Number of Accounts8,548ACCOUNTS
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Average Account Value$279,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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