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Gregory James Betlach

Cx Institutional, LLC

Bloomington, MN

Auburn, IN

CRD 5223247

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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:

Current Employers
Cx Institutional, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-06-01
MN RA APPROVED 2024-12-12
TX RA APPROVED 2024-12-12
  • WI RA
    APPROVED
    Since 2026-06-01
  • MN RA
    APPROVED
    Since 2024-12-12
  • TX RA
    APPROVED
    Since 2024-12-12

Branch Locations

7900 International Drive Suite 510, Bloomington, MN 55425 • United States

200 East 7Th Street, Auburn, IN 46706 • 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
OrganizationCityStateFromTo
Allianz Life Insurance Company Of North America Minneapolis MN 01/2012 12/2024
Allianz Life Financial Services Llc Minneapolis MN 01/2012 12/2024
Cx Institutional, Llc Bloomington MN 12/2024 Present
  • 01/2012 → 12/2024
    Allianz Life Insurance Company Of North America
    Minneapolis, MN
  • 01/2012 → 12/2024
    Allianz Life Financial Services Llc
    Minneapolis, MN
  • 12/2024 → Present
    Cx Institutional, Llc
    Bloomington, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-05
  • S66 Uniform Combined State Law Examination
    2006-12-05
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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Nearby Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN

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