Inactive

Brad William Michels

Cx Institutional, LLC

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Current Employers

Cx Institutional, Llc

200 East 7Th Street, Auburn, IN 46706 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2026-05-26
OK	RA	APP_PEND_IARCE	2026-05-26
KY	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED	2024-06-27

IN RA
APPROVED

Since 2026-05-26
OK RA
APP_PEND_IARCE

Since 2026-05-26
KY RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED

Since 2024-06-27

Branch Locations

200 East 7Th Street, Auburn, IN 46706 • United States

4350 Brownsboro Road, Suite 110, Louisville, KY 40207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealthcare Capital Management Inc.	Richmond	VA	05/2012	08/2022
Financial Architects Inc	Louisville	KY	05/2013	10/2022
Cx Institutional, Llc	Louisville	KY	08/2022	Present

05/2012 → 08/2022

Wealthcare Capital Management Inc.

Richmond, VA
05/2013 → 10/2022

Financial Architects Inc

Louisville, KY
08/2022 → Present

Cx Institutional, Llc

Louisville, KY

Previous Registrations

2013-05-01 → 2022-10-18

Financial Architects, Inc

Louisville, KY
2012-06-08 → 2022-08-02

Wealthcare Capital Management Llc

Floyds Knobs, IN

Floyds Knobs, IN
2010-02-04 → 2012-06-12

Concentric Fiduciary Advisors

Floyds Knobs, IN
2009-03-05 → 2009-10-27

Transamerica Financial Advisors, Llc

Floyds Knobs, IN

San Diego, CA

Floyds Knobs, IN
2004-03-31 → 2009-03-11

Transamerica Investment Management, Llc

Dayton , OH

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-08-12

S63 Uniform Securities Agent State Law Examination

1999-08-12

Designations

View on SEC IAPD

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