Renae
Cordwell
Cx Institutional, LLC
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About this Advisor
Renae Cordwell is a financial advisor working out of Auburn, Indiana who has 1 year of industry experience. Cordwell is an advisor for Cx Institutional, LLC. Their career trajectory has included roles at Jp Morgan Chase, Cx Institutional, LLC, Concern Home Care, Walmart, Osl Retail Services, Baruch College, True Human Hair, Queensborough Community College, Kingsborough Community College and St George'S College. Cordwell holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Indiana. Cx Institutional, LLC is a registered investment company headquartered in Auburn, IN. The investment advisory business has offices in seven locations and a total of 88 people on staff. It administers $2 billion in assets under management among its 8,052 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 8,052 accounts, 19% are held by high-net-worth investors who have at least $1 million in investable assets. Cx Institutional, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees usually are based on which service is offered. Fee types billed by Cx Institutional, LLC can 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
Renae Cordwell Work History
Renae has been registered as a financial advisor for 1 years.*
Cx Institutional, LLC
Jp Morgan Chase
Concern Home Care
Walmart
Osl Retail Services
Baruch College
True Human Hair
Queensborough Community College
Kingsborough Community College
St George'S College
*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 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
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
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