Nicholas
Wheeler
Cx Institutional, LLC
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About this Advisor
Nicholas Wheeler is a financial advisor working in Auburn, Indiana who has 2 years of industry experience. Wheeler is an advisor for Cx Institutional, LLC. Over the course of their career, they have held roles at Cx Institutional, Pizza Hut, Home Guard Industries, Taco Bell, Auntie Anne'S, Manchester University, Northrop High School, Southport High School and Southport Middle School. Wheeler maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Indiana. Cx Institutional, LLC is an advisory company that has its headquarters in Auburn, IN. The firm has offices in seven locations and a total of 88 people on staff. It manages $2 billion in assets under management between its 8,052 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 8,052 accounts, 19% belong to high-net-worth individuals who have greater than $1 million in assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees vary depending on which service is offered. However, fee types billed by Cx Institutional, LLC may include 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
Nicholas Wheeler Work History
Nicholas has been registered as a financial advisor for 2 years.*
Cx Institutional
Pizza Hut
Home Guard Industries
Manchester University
Taco Bell
Manchester University
Taco Bell
Auntie Anne'S
Northrop High School
Southport High School
Southport 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 Nicholas Wheeler 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
Louisville, KY
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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