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Andrew Lee Mayer

Cx Institutional, LLC

Kalamazoo, MI

Auburn, IN

CRD 5597370

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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
MI RA APPROVED 2025-09-25
  • MI RA
    APPROVED
    Since 2025-09-25

Branch Locations

8075 Creekside Drive Suite 140, Kalamazoo, MI 49024 • 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
Main Street Financial Kalamazoo MI 07/2008 09/2025
Cambridge Investment Research, Inc. Fairfield IA 04/2017 09/2025
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2018 09/2025
Cx Institutional Kalamazoo MI 09/2025 Present
  • 07/2008 → 09/2025
    Main Street Financial
    Kalamazoo, MI
  • 04/2017 → 09/2025
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2018 → 09/2025
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 09/2025 → Present
    Cx Institutional
    Kalamazoo, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-22
  • S66 Uniform Combined State Law Examination
    2017-11-22
Designations
  • Certified Financial Planner
Other Names
  • Andy Mayer

View on SEC IAPD

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