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Christopher W Bredeson

CX Institutional, LLC

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About Christopher W Bredeson

Christopher Bredeson is a financial advisor currently registered with CX Institutional, LLC. Christopher is a registered Investment Advisor Representative. Christopher has previously worked at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Christopher is licensed in Texas and Oklahoma. CX Institutional, LLC specializes in providing financial planning and portfolio management services for individuals and businesses. Christopher's experience and expertise can help clients navigate the complex world of investments and reach their financial goals.

Firm Information

Christopher Bredeson is currently registered with CX Institutional, LLC. CX Institutional, LLC is an investment advisor registered with the SEC. The firm manages $3,314,261,031 in assets for 10,540 accounts. CX Institutional, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. Their clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They also have a wrap fee program.
CX Institutional, LLC

200 EAST 7TH STREET

AUBURN, IN 46706

$3.31B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Bredeson’s Registration & Firm History

TX

08/19/2024 - Present

CX Institutional, LLC (Plano TX)

WA

10/01/2012 - 11/15/2012

J.P. MORGAN SECURITIES LLC (VANCOUVER WA)

WA

02/23/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (VANCOUVER WA)

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Licenses & Designations

IA

Issued 07/02/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2011

Series 7 - General Securities Representative Examination

BC

Issued 02/22/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher W Bredeson.
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