Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Herstad is an investment advisor representative at Cx Institutional, LLC, a firm with its main office in Auburn, IN. Erik is registered with the state of Indiana and Texas, and he has been in the industry since 2014. Erik has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Erik has worked at several firms in the industry, including ProEquities, Inc., Everence Financial Advisors, Everence Trust Company, Everence Securities LLC, LPL Financial LLC, and CXI Advisors, LLC. Erik specializes in working with corporations or other businesses, individuals other than high net worth, insurance companies, charitable organizations, and high net worth individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
08/04/2020 - Present
CX Institutional, LLC (AUBURN IN)
IN
01/05/2016 - 07/16/2020
LPL FINANCIAL LLC (AUBURN IN)
IN
06/26/2014 - 10/28/2015
PROEQUITIES, INC. (FORT WAYNE IN)
BC
Issued 07/08/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Erik Herstad is the right advisor for you? Invested Better is here to help.
