Leanne
Middleton
Cx Institutional, LLC
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About this Advisor
Leanne Middleton is a financial advisor based out of Auburn, Indiana who has 1 year of industry experience. Middleton currently works for Cx Institutional, LLC. Middleton has gained experience at Cx Institutional, LLC, Jag Mobile Solutions, Walmart and Miller Private Wealth. Middleton maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Indiana and Texas. Cx Institutional, LLC is a company operating out of Auburn, IN. It has offices in seven locations and a total of 88 employees. It oversees $2 billion in assets under management between its 8,052 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 8,052 accounts, 19% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which services are provided. However, fees charged by Cx Institutional, LLC most likely consist of some blend 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,099,990,160
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
88
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
8,052
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$260,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Leanne Middleton Work History
Leanne has been registered as a financial advisor for 1 years.*
Cx Institutional, LLC
Miller Private Wealth
Jag Mobile Solutions
Walmart
*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 Leanne Middleton 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
Minneapolis, MN
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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