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 31 - 40 of 40 top financial advisors.
31
Abhi Jinwala, financial advisor Auburn IN
Abhi H. Jinwala
CRD#: 7580039
200 East 7th Street, Auburn, IN 46706

Abhi Jinwala (CRD# 7580039) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has 1 year of experience in the finance industry.

32
Diedre Matheny, financial advisor Auburn IN
Diedre Matheny
CRD#: 7258432
200 East 7th Street, Auburn, IN 46706

Diedre Matheny (CRD# 7258432) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

33
Brady McBride, financial advisor Auburn IN
Brady McBride
CRD#: 7381603
200 East 7th Street, Auburn, IN 46706

Brady McBride (CRD# 7381603) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

34
Laura Morton, financial advisor Auburn IN
Laura B. Morton
CRD#: 6786025
200 East 7th Street, Auburn, IN 46706

Laura Morton (CRD# 6786025) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

35
James Priebe, financial advisor Plano TX
James P. Priebe
CRD#: 7639221
7500 Dallas Parkway, Suite 476, Plano, TX 75024

James Priebe (CRD# 7639221) is an Investment Advisor Representative working at Cx Institutional, LLC in Plano, TX and has 1 year of experience in the finance industry.

36
Tyler Rickert, financial advisor Auburn IN
Tyler Rickert
CRD#: 7578255
200 East 7th Street, Auburn, IN 46706

Tyler Rickert (CRD# 7578255) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has 1 year of experience in the finance industry.

37
David Scott, financial advisor Auburn IN
David J. Scott
CRD#: 7167433
200 East 7th Street, Auburn, IN 46706

David Scott (CRD# 7167433) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

38
Jonathan Woehnker, financial advisor Auburn IN
Jonathan P. Woehnker
CRD#: 7575330
200 East 7th Street, Auburn, IN 46706

Jonathan Woehnker (CRD# 7575330) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

39
Allyson Woollweever, financial advisor Auburn IN
Allyson M. Woollweever
CRD#: 7503412
200 East 7th Street, Auburn, IN 46706

Allyson Woollweever (CRD# 7503412) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.

40
Gabriel Wyatt, financial advisor Auburn IN
Gabriel Wyatt
CRD#: 7381883
200 East 7th Street, Auburn, IN 46706

Gabriel Wyatt (CRD# 7381883) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN 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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