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Gregory James Betlach

CX Institutional, LLC

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About Gregory James Betlach

Gregory James Betlach is a financial advisor with over 16 years of experience in the industry. Gregory is currently registered with CX Institutional, LLC and has been in the financial industry since 2006. Gregory has a wide range of experience in financial planning and portfolio management, and specializes in working with high-net-worth individuals and businesses. He has earned the Certified Financial Planner and Chartered Financial Consultant designations. Prior to his current position, Gregory worked for Ameriprise Financial Services, Inc.

Firm Information

Gregory Betlach 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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Gregory Betlach’s Registration & Firm History

IN

12/12/2024 - Present

CX Institutional, LLC (AUBURN IN)

MN

11/20/2006 - 01/06/2012

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory James Betlach.
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