Renae
Cordwell
Cx Institutional, LLC
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About this Advisor
Renae Cordwell is a financial advisor based in Auburn, Indiana, working with Cx Institutional, LLC. Renae has previously held positions at Jp Morgan Chase, Cx Institutional, LLC, Concern Home Care, Walmart, Osl Retail Services, Baruch College, True Human Hair, and Queensborough Community College. Renae has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Renae 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
Renae Cordwell Work History
Cx Institutional, LLC
Jp Morgan Chase
Concern Home Care
Walmart
Osl Retail Services
Baruch College
True Human Hair
Queensborough Community College
Disclosures
Please visit the SEC profile of Renae Cordwell 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
Minneapolis, MN
Plano, TX
Auburn, IN
Oklahoma City, OK
River Falls, WI
Auburn, IN
Plano, TX
Auburn, IN
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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