Cx Institutional, LLC

Cx Institutional, LLC (CRD# 292627) is a financial advisory firm headquartered in Auburn, IN. They manage $2,386,979,619 in 8,548 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,387
    MILLION
  • Total Number of Accounts
    8,548
    ACCOUNTS
  • Average Account Value
    $279,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cx Institutional, LLC
Showing 1 - 10 of 40 top financial advisors.
1
Edison Byzyka
CRD#: 6150572
200 East 7th Street, Auburn, IN 46706

Edison Byzyka (CRD# 6150572) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 11 years of experience in the finance industry.

2
Brian C. Davis
CRD#: 3142471
15150 Badger Ranch Blvd., Suite 203, Woodway, TX 76712

Brian Davis (CRD# 3142471) is an Investment Advisor Representative working at Cx Institutional, LLC in Woodway, TX and has over 25 years of experience in the finance industry.

3
Layton D. Ginder
CRD#: 6451074
200 East 7th Street, Auburn, IN 46706

Layton Ginder (CRD# 6451074) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 7 years of experience in the finance industry.

4
David W. Hefty
CRD#: 3251339
200 East 7th Street, Auburn, IN 46706

David Hefty (CRD# 3251339) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 24 years of experience in the finance industry.

5
Stacy E. Hefty
CRD#: 4037576
200 East 7th Street, Auburn, IN 46706

Stacy Hefty (CRD# 4037576) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 24 years of experience in the finance industry.

6
Erik M. Herstad
CRD#: 6313959
200 East 7th Street, Auburn, IN 46706

Erik Herstad (CRD# 6313959) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 9 years of experience in the finance industry.

7
William H. Hoover
CRD#: 4686428
200 East 7th Street, Auburn, IN 46706

William Hoover (CRD# 4686428) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 17 years of experience in the finance industry.

8
Susan G. Isaacson
CRD#: 2552280
7900 International Drive, Suite #510, Bloomington, MN 55425

Susan Isaacson (CRD# 2552280) is an Investment Advisor Representative working at Cx Institutional, LLC in Bloomington, MN and has over 28 years of experience in the finance industry.

9
Thomas D. Kehoe
CRD#: 4823868
721 West Centre Avenue, Portage, MI 49024

Thomas Kehoe (CRD# 4823868) is an Investment Advisor Representative working at Cx Institutional, LLC in Portage, MI and has over 19 years of experience in the finance industry.

10
Thomas A. Knippa
CRD#: 3031562
200 East 7th Street, Auburn, IN 46706

Thomas Knippa (CRD# 3031562) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 25 years of experience in the finance industry.

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