Mckenna
Clifford
Cx Institutional, LLC
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About this Advisor
Mckenna Clifford is a financial advisor operating out of Auburn, Indiana with a total of 3 years of relevant experience. Clifford is on the advisory team at Cx Institutional, LLC. Throughout their career, they have worked at Polo Ralph Lauren, Richard Squier Pallets Inc, Purdue University, Agricultural Economic Insight, Michigan State University, Dekalb High School and Cx Institutional, LLC. Clifford holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Indiana and Texas. Cx Institutional, LLC is a financial advisory company based out of Auburn, IN. The firm has offices in seven locations and a total of 88 people on staff. It manages $2 billion in total assets among its 8,052 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 8,052 accounts, 19% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely are based on which services the firm provides the client. However, fees charged by Cx Institutional, LLC 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
$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
Mckenna Clifford Work History
Mckenna has been registered as a financial advisor for 3 years.*
Cx Institutional, LLC
Michigan State University
Michigan State University
Purdue University
Agricultural Economic Insight
Richard Squier Pallets Inc
Purdue University
Purdue University
Polo Ralph Lauren
Dekalb High 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 Mckenna Clifford 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
Minneapolis, MN
Auburn, IN
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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