Albert Duncan Kaufman

Employer firm

Cx Institutional, LLC CRD 292627

$4.46B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 10/2019
  Lpl Financial Llc
  Alhambra, IL
• 07/2015 → 06/2026
  Wealthcare Advisory Partners Llc (Dba:ADk | Wealthcare Partners)
  Alhambra, IL
• 11/2019 → 06/2026
  Adk Wealthcare Llc
  Alhambra, IL
• 11/2010 → 10/2019
  Lpl Financial
  Fort Mill, SC
• 06/2026 → Present
  Cs Institutional
  Alhambra, IL

Previous Registrations

• 2020-01-23 → 2026-06-22
  Adk Wealthcare Partners
  Alhambra, IL
• 2010-11-24 → 2020-01-31
  Lpl Financial Llc
  St. Louis, MO
  Alhambra, IL
  San Diego, CA
  Alhambra, IL
• 2015-07-06 → 2020-01-21
  Wealthcare Advisory Partners Llc
  Alhambra, IL
  West Chester, PA
• 2005-03-29 → 2010-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Swansea, IL
  Grand Junction, CO
  Swansea, IL
  Atlanta, GA
  Grand Junction, CO
• 2002-09-09 → 2005-03-31
  A. G. Edwards & Sons, Inc.
  Grand Junction, CO

Other Businesses

11/24/2010 - FARM - NOT INV REL - 20% TIME SPENT - SMALL HOBBY FARM RUN AS A SOLE PROP. INHERITED FARM FROM 2000 AND MOVED TO FARM IN 2007 WITH FAMILY. MINIMAL OPERATIONS TO DATE --FFA LIVESTOCK PROJECTS, SMALL GARDEN OPERATION, LAND LEASE, ETC

Exams

• S66 Uniform Combined State Law Examination
  2002-09-06

Designations

• Certified Financial Planner

Other Names

• Al Kaufman