Gregory James Betlach
Investment adviser representative at Cx Institutional, LLC
14 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$4.5BFirm assets
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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
14 years in the industry.
- Cx Institutional, LLCDec 2024 to now
- Allianz Life Financial Services LLCJan 2012 to Dec 2024
- Allianz Life Insurance Company of North AmericaJan 2012 to Dec 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, WI).
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
- 5223247
- Firm CRD
- 292627