Renae
Cordwell

Cx Institutional, LLC

CRD#7488155
Investment Advisor
in Auburn, IN

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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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 East 7Th Street
Auburn, IN 46706

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Cx Institutional, LLC Brokerage Details

Total Assets Under Management

$2,386,979,619

IN Average: $1,347,246,178
Total Number of Employees

85

IN Average: 46
Total Number of Accounts

8,548

IN Average: 1,775
Average Account Size

$279,244

IN Average: $759,012

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

2022 - Present (2 years)

Cx Institutional, LLC

2021 - 2021 (< 1 year)

Jp Morgan Chase

2021 - 2021 (< 1 year)

Concern Home Care

2020 - 2021 (1 year)

Walmart

2020 - 2021 (1 year)

Osl Retail Services

2017 - 2021 (4 years)

Baruch College

2017 - 2020 (3 years)

True Human Hair

2014 - 2017 (3 years)

Queensborough Community College

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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

Ryan Cusin
River Falls, WI
James Priebe
Plano, TX
Dennis Black
Oklahoma City, OK
Joseph D'Amico
Plano, TX
Renae Cordwell
Auburn, IN
Charles Greene
Minneapolis, MN
Layton Ginder
Auburn, IN
Robert Eicher
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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