Tanner David Echenoz
Investment adviser representative at Cx Institutional, LLC
11 yearsExperience
1 stateRegistered in
$4.5BFirm assets
8 yearsFirm in business
Are you Tanner David Echenoz? 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, LLCOct 2025 to now
- Ash BrokerageJul 2023 to Oct 2025
- Kelley AutomotiveMay 2021 to Jul 2023
- Purdue UniversityMay 2021 to Dec 2021
- Professional Park WestAug 2020 to Dec 2021
- Kelley Automotive GroupJun 2020 to Aug 2020
- Huntington UniversityAug 2019 to May 2020
- Kelley Automotive GroupMay 2019 to Aug 2019
- Concordia UniversityJan 2019 to May 2019
- Kelley Automotive GroupDec 2018 to Jan 2019
- Concordia UniversityAug 2018 to Dec 2018
- Three Rivers Cleaning CompanyMay 2017 to Aug 2018
- Concordia Lutheran High SchoolAug 2015 to May 2017
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
- 8180167
- Firm CRD
- 292627