Erik
Herstad
Cx Institutional, LLC
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About this Advisor
Erik Herstad is a financial advisor based in Auburn, Indiana, working with Cx Institutional, LLC. Erik has previously held positions at Proequities, Inc, Everence Financial Advisors, Everence Trust Company, Everence Securities LLC, Lpl Financial LLC, Mariner Finance, LLC, Hefty Wealth Partners, Cx Institutional, LLC, and Cxi Advisors, LLC. Erik has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana and Texas. Currently, Erik is part of Cx Institutional, LLC, which operates out of Auburn, Indiana. The firm has 8 offices and 85 employees. The firm manages assets totaling $2.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Cx Institutional, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cx Institutional, LLC Brokerage Details
$2,386,979,619
85
8,548
$279,244
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Erik Herstad Work History
Cx Institutional, LLC
Cxi Advisors, LLC
Lpl Financial LLC
Hefty Wealth Partners
Mariner Finance, LLC
Proequities, Inc
Everence Trust Company
Everence Financial Advisors
Everence Securities LLC
Disclosures
Please visit the SEC profile of Erik Herstad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cx Institutional, LLC
Auburn, IN
Auburn, IN
River Falls, WI
Oklahoma City, OK
Auburn, IN
Plano, TX
Plano, TX
Minneapolis, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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