Sydney Kissel
Investment adviser representative at Cx Institutional, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Cx Institutional, LLCJan 2025 to now
- Purdue University - Agec 455Jan 2025 to now
- Purdue UniversityAug 2021 to now
- Hormel FoodsMay 2024 to Aug 2024
- CaterpillarMay 2023 to Aug 2023
- Purdue University - Agec 331Aug 2022 to Dec 2022
- John DeereMay 2022 to Aug 2022
- Cracker BarrelAug 2019 to Aug 2021
- Acacia Ranch Show GoatsJan 2015 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8032006
- Firm CRD
- 292627