Susan Gay Isaacson

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

• 07/2012 → 05/2022
  Lpl Financial Llc
  Bloomington, MN
• 08/2014 → 10/2022
  Personal Wealth Partners Llc
  Bloomington, MN
• 06/2022 → Present
  Cx Institutional, Llc
  Bloomington, MN

Previous Registrations

• 2016-02-16 → 2022-10-25
  Personal Wealth Partners Llc
  Bloomington, MN
• 2012-09-04 → 2013-06-11
  Lpl Financial Llc
  Bloomington, MN
  Bloomington, MN

Other Businesses

1. 7/31/2018 - Quarry Heights LLC - Not Investment Related - Columbia, MO 65203 - Real Estate Rental - Start Date: 04/12/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Personal property, own with brother. 2. 4/22/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Started 01/01/1999 - 1 Hours Per Month During Securities Trading - Notary for state of Minnesota.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-16
• S63 Uniform Securities Agent State Law Examination
  1995-10-03
• S65 Uniform Investment Adviser Law Examination
  1995-10-03

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Susan Isaacsobn