AdvisorOS Directory
Claim Profile
Unclaimed Profile
KO

Kyle Brandon Osting

CX INSTITUTIONAL, LLC·AUBURN, Indiana
Clean recordCX INSTITUTIONAL, LLC
200 EAST 7TH STREET, AUBURN, IN 46706CRD# 7590307Firm CRD# 292627

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Brandon Osting · AUBURN, IN
Registration
CRD #7590307 · CX INSTITUTIONAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kyle Brandon Osting is a registered financial advisor based in AUBURN, Indiana, affiliated with CX INSTITUTIONAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Kyle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kyle is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CX INSTITUTIONAL, LLC
CX INSTITUTIONAL, LLC
AUM
$3.3B
Regulatory assets under management
Employees
85
Total firm employees
View all advisors at CX INSTITUTIONAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7590307
Firm CRD# 292627
View on FINRA BrokerCheck →

Looking for a financial advisor in AUBURN?

Browse all registered financial advisors in AUBURN, Indiana or claim this profile if it's yours.

Browse AUBURN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kyle Brandon Osting offer?
Kyle Brandon Osting specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUBURN, Indiana for a consultation.
What are Kyle Brandon Osting's credentials?
Kyle Brandon Osting is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Brandon Osting located?
Kyle Brandon Osting is based in AUBURN, Indiana, working with CX INSTITUTIONAL, LLC. Their office serves clients in the AUBURN metropolitan area and surrounding communities.
How does Kyle Brandon Osting charge for services?
Kyle Brandon Osting's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CX INSTITUTIONAL, LLC?
CX INSTITUTIONAL, LLC has approximately 85 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CX INSTITUTIONAL, LLC

Angela Marie Lockwood
AUBURN, IN
Christopher Joel Lipper
AUBURN, IN
David Wayne Hefty
AUBURN, IN
Edison Byzyka
AUBURN, IN
Brian Christopher Davis
AUBURN, IN
Brian Wessley
AUBURN, IN

More Advisors in AUBURN, Indiana

John Thomas Knowlton
CXI ADVISORS, LLC·AUBURN, IN
Steven Eric Post
PATHWAY FINANCIAL ADVISERS, LLC·AUBURN, IN
Christina Ann Thompson
CX INSTITUTIONAL, LLC·AUBURN, IN
Daniel Edward Steichen
CX INSTITUTIONAL, LLC·AUBURN, IN
David Nathan Abuaf
HEFTY WEALTH PARTNERS, INC.·AUBURN, IN
Justin Malcolm Burse
CX INSTITUTIONAL, LLC·AUBURN, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)KOKOMO (25)COLUMBUS (18)WINONA LAKE (17)FISHERS (16)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile