Ryan
Cusin

Cx Institutional, LLC

CRD#7647012
Investment Advisor
in River Falls, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ryan Cusin is a financial advisor based in River Falls, Wisconsin, working with Cx Institutional, LLC. Ryan has previously held positions at Corpus Christi Ice Rays - Nahl, Aston Rebels - Nahl, Ace Mudjacking, University Of Massachusetts Boston, Adrian College, University Of Wisconsin - River Falls, Peoria Riverman, Green Oasis, Smx Phillips Medisize, Banker'S Life, Equiniti - Shareholder Services, World Financial Group, Gypsum Consulting, and Cx Institutional, LLC. Ryan has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Ryan is part of Cx Institutional, LLC, which operates out of River Falls, Wisconsin. 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

710 North Main Street, Suite 102
River Falls, WI 54022

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cx Institutional, LLC Brokerage Details

Total Assets Under Management

$2,386,979,619

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

85

WI Average: 46
Total Number of Accounts

8,548

WI Average: 1,775
Average Account Size

$279,244

WI Average: $759,012

Investment Advisory Services

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

Ryan Cusin Work History

2022 - Present (2 years)

Cx Institutional, LLC

2022 - 2022 (< 1 year)

Gypsum Consulting

2021 - 2021 (< 1 year)

Banker'S Life

2021 - 2022 (1 year)

Equiniti - Shareholder Services

2021 - 2022 (1 year)

World Financial Group

2020 - 2020 (< 1 year)

Peoria Riverman

2020 - 2020 (< 1 year)

Green Oasis

2020 - 2021 (1 year)

Smx Phillips Medisize

2019 - 2020 (1 year)

University Of Wisconsin - River Falls

2017 - 2017 (< 1 year)

Ace Mudjacking

2017 - 2018 (1 year)

Adrian College

2016 - 2016 (< 1 year)

Ace Mudjacking

2016 - 2017 (1 year)

University Of Massachusetts Boston

2015 - 2016 (1 year)

Aston Rebels - Nahl

2014 - 2015 (1 year)

Corpus Christi Ice Rays - Nahl

Disclosures

Please visit the SEC profile of Ryan Cusin 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

Dennis Black
Oklahoma City, OK
Joseph D'Amico
Plano, TX
Laura Morton
Auburn, IN
James Priebe
Plano, TX
Renae Cordwell
Auburn, IN
Charles Greene
Minneapolis, MN
Robert Eicher
Auburn, IN
Layton Ginder
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started