Thomas Dennis Kehoe
Investment adviser representative at Cx Institutional, LLC
17 yearsExperience
2 statesRegistered in
$4.5BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Cx Institutional, LLCMar 2018 to now
- Oak Point Wealth Management, LLCJun 2017 to Aug 2018
- Oak Point Financial Group, Inc.Oct 2010 to Sep 2017
- LPL Financial, LLCOct 2009 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Cx Institutional, LLC
$4.5BAssets managed
4,560Clients
80Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4823868
- Firm CRD
- 292627