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Cx Institutional, LLC CRD 292627
$4.46B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2022-11-18 |
Branch Locations
200 East 7Th Street, Auburn, IN 46706 • United States
7900 International Drive, Suite #510, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bloomington | MN | 06/1995 | 05/2022 |
| Personal Wealth Partners Llc | Bloomington | MN | 08/2014 | 10/2022 |
| Cx Institutional, Llc | Bloomington | MN | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-28 |
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