Thomas
Kehoe
Cx Institutional, LLC
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About this Advisor
Thomas Kehoe is a financial advisor based in Portage, Michigan, working with Cx Institutional, LLC. Thomas has previously held positions at Oak Point Wealth Management, LLC, Cx Institutional, LLC, Oak Point Financial Group, Inc, and Lpl Financial, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Thomas is part of Cx Institutional, LLC, which operates out of Portage, Michigan. 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
Thomas Kehoe Work History
Cx Institutional, LLC
Oak Point Wealth Management, LLC
Oak Point Financial Group, Inc
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Thomas Kehoe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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