Blake Von Scheer
Investment adviser representative at Cx Institutional, LLC
11 yearsExperience
1 stateRegistered in
$4.5BFirm assets
8 yearsFirm in business
Are you Blake Von Scheer? 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
11 years in the industry.
- Cx Institutional, LLCMay 2026 to now
- Osaic Wealth, Inc.Dec 2024 to Apr 2026
- Miller Christian and Zwiebel Asset Management CorpSep 2024 to Apr 2026
- UnemployedMay 2024 to Sep 2024
- Indiana Members Credit UnionFeb 2024 to May 2024
- Wrt Tree ServicesMay 2023 to Aug 2023
- Ruoff MortgageJan 2023 to Feb 2023
- Wrt Tree ServicesMay 2022 to Aug 2022
- Tractor Supply CompanyJun 2021 to Aug 2021
- Franklin CollegeAug 2020 to May 2024
- Dick's Sporting GoodsApr 2020 to Aug 2020
- Cambray & AssociatesJan 2020 to Mar 2020
- Indiana University BloomingtonAug 2019 to Dec 2019
- Purdue Fort WayneJan 2019 to May 2019
- Leo Jr/sr High SchoolAug 2018 to Dec 2018
- Mikes CarwashAug 2017 to Aug 2019
- Bishop Dwenger High SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7981429
- Firm CRD
- 292627