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 21 - 30 of 40 top financial advisors.
21
Steven Swicegood, financial advisor Auburn IN
Steven R. Swicegood
CRD#: 1407881
200 East 7th Street, Auburn, IN 46706

Steven Swicegood (CRD# 1407881) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 38 years of experience in the finance industry.

22
Dennis Black, financial advisor Oklahoma City OK
Dennis W. Black
CRD#: 3216980
5700 Nw 130th St, Suite 1, Oklahoma City, OK 73142

Dennis Black (CRD# 3216980) is an Investment Advisor Representative working at Cx Institutional, LLC in Oklahoma City, OK and has over 24 years of experience in the finance industry.

23
Mckenna Clifford, financial advisor Auburn IN
Mckenna Clifford
CRD#: 7283078
200 East 7th Street, Auburn, IN 46706

Mckenna Clifford (CRD# 7283078) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 3 years of experience in the finance industry.

24
Renae Cordwell, financial advisor Auburn IN
Renae Cordwell
CRD#: 7488155
200 East 7th Street, Auburn, IN 46706

Renae Cordwell (CRD# 7488155) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

25
Ryan Cusin, financial advisor River Falls WI
Ryan A. Cusin
CRD#: 7647012
710 North Main Street, Suite 102, River Falls, WI 54022

Ryan Cusin (CRD# 7647012) is an Investment Advisor Representative working at Cx Institutional, LLC in River Falls, WI and has 1 year of experience in the finance industry.

26
Isaiah Delph, financial advisor Auburn IN
Isaiah Delph
CRD#: 7258010
200 East 7th Street, Auburn, IN 46706

Isaiah Delph (CRD# 7258010) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

27
Brandon Driscoll, financial advisor Auburn IN
Brandon B. Driscoll
CRD#: 7504944
200 East 7th Street, Auburn, IN 46706

Brandon Driscoll (CRD# 7504944) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

28
Robert Eicher, financial advisor Auburn IN
Robert R. Eicher
CRD#: 5702664
200 East 7th Street, Auburn, IN 46706

Robert Eicher (CRD# 5702664) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 14 years of experience in the finance industry.

29
Todd Hartsough, financial advisor Auburn IN
Todd M. Hartsough
CRD#: 7722261
200 East 7th Street, Auburn, IN 46706

Todd Hartsough (CRD# 7722261) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has 1 year of experience in the finance industry.

30
Stephen Harvey, financial advisor Woodway TX
Stephen M. Harvey
CRD#: 7509290
15150 Badger Ranch Blvd, Woodway, TX 76712

Stephen Harvey (CRD# 7509290) is an Investment Advisor Representative working at Cx Institutional, LLC in Woodway, TX and has over 2 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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