Tyler Rickert
Investment adviser representative at Cx Institutional, LLC
9 yearsExperience
1 stateRegistered in
$4.5BFirm assets
8 yearsFirm in business
Are you Tyler Rickert? Claim your profile
Contact this firm
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
9 years in the industry.
- Cx Institutional, LLCJun 2022 to now
- Kustom ApparelAug 2015 to now
- Cx Institutional, LLCJan 2022 to May 2022
- Saint FrancisAug 2019 to May 2022
- Ivy TechAug 2017 to May 2019
- Leo High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7578255
- Firm CRD
- 292627