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).

Current Firm Details
200 East 7th Street, Auburn, IN 46706
https://www.linkedin.com/in/todd-hartsough-7842339/
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 11 - 20 of 40 top financial advisors.
11
Christopher Lipper, financial advisor Auburn IN
Christopher J. Lipper
CRD#: 4298665
200 East 7th Street, Auburn, IN 46706

Christopher Lipper (CRD# 4298665) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 21 years of experience in the finance industry.

12
Douglas Lockwood, financial advisor Auburn IN
Douglas E. Lockwood
CRD#: 1703831
200 East 7th Street, Auburn, IN 46706

Douglas Lockwood (CRD# 1703831) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 35 years of experience in the finance industry.

13
Kentrina Mapes, financial advisor Auburn IN
Kentrina G. Mapes
CRD#: 5476552
200 East 7th Street, Auburn, IN 46706

Kentrina Mapes (CRD# 5476552) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 14 years of experience in the finance industry.

14
Brad Michels, financial advisor Auburn IN
Brad W. Michels
CRD#: 2797528
200 East 7th Street, Auburn, IN 46706

Brad Michels (CRD# 2797528) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 24 years of experience in the finance industry.

15
Brian Neal, financial advisor Auburn IN
Brian D. Neal
CRD#: 5353738
200 East 7th Street, Auburn, IN 46706

Brian Neal (CRD# 5353738) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 16 years of experience in the finance industry.

16
Alisha Norris, financial advisor Auburn IN
Alisha M. Norris
CRD#: 5367656
200 East 7th Street, Auburn, IN 46706

Alisha Norris (CRD# 5367656) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 14 years of experience in the finance industry.

17
Michael Pepin, financial advisor River Falls WI
Michael J. Pepin
CRD#: 5415838
111 W Walnut St, River Falls, WI 54022

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.

18
Brian Remson, financial advisor Woodland TX
Brian A. Remson
CRD#: 5775502
15150 Badger Ranch Blvd., Suite 203, Woodland, TX 76712

Brian Remson (CRD# 5775502) is an Investment Advisor Representative working at Cx Institutional, LLC in Woodland, TX and has over 11 years of experience in the finance industry.

19
Adam Spence, financial advisor Auburn IN
Adam B. Spence
CRD#: 4569706
200 East 7th Street, Auburn, IN 46706

Adam Spence (CRD# 4569706) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 22 years of experience in the finance industry.

20
Daniel Steichen, financial advisor Auburn IN
Daniel E. Steichen
CRD#: 2266816
200 East 7th Street, Auburn, IN 46706

Daniel Steichen (CRD# 2266816) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 29 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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