Jonathan
Woehnker
Cx Institutional, LLC
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About this Advisor
Jonathan Woehnker is a financial advisor based in Auburn, Indiana with 1 year of relevant experience. Woehnker works at Cx Institutional, LLC. The advisor has gained experience at Mike'S Carwash, M&S Industrial Metal Fabricators, Schwartz Tennis Center - Purdue University, Shuttleworth, LLC, First Merchants Bank, Sym Financial, Cx Institutional, LLC, St. Joseph - St. Elizabeth Ann Seton School (Middle School) and Bishop Luers High School. Woehnker maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Indiana. Cx Institutional, LLC is a financial advisory company operating out of Auburn, IN. The firm has offices in seven locations and a total of 88 advisors. It has $2 billion in total assets between its 8,052 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 8,052 client accounts, 19% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely are based on which service is offered. Fee types billed by Cx Institutional, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cx Institutional, LLC Brokerage Details
$2,099,990,160
88
8,052
$260,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jonathan Woehnker Work History
Jonathan has been registered as a financial advisor for 1 years.*
Cx Institutional, LLC
Sym Financial
First Merchants Bank
Shuttleworth, LLC
M&S Industrial Metal Fabricators
Schwartz Tennis Center - Purdue University
Mike'S Carwash
Bishop Luers High School
St. Joseph - St. Elizabeth Ann Seton School (Middle School)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Woehnker 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
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
River Falls, WI
Auburn, IN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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