Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ehrenfeld is a financial advisor with CX Institutional, LLC. John is a Certified Financial Planner and has been in the industry since September 2012. John's experience includes working with clients in the insurance, church, charitable organizations, high-net-worth individuals, and corporations or other businesses sectors. John is registered with the state of Minnesota and Texas.
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.
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MN
12/13/2024 - Present
CX Institutional, LLC (Bloomington MN)
Active
Inactive
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