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Susan Gay Isaacson

CX Institutional, LLC

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About Susan Gay Isaacson

Susan Gay Isaacson is an Investment Advisor Representative with CX Institutional, LLC. Susan has been in the financial services industry since 1995 and is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Financial Specialist. She is registered with the state of Minnesota and Texas. Susan has experience working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

Susan Isaacson 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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Susan Isaacson’s Registration & Firm History

MN

09/19/2023 - Present

CX Institutional, LLC (Bloomington MN)

MN

08/16/2012 - 05/18/2022

LPL FINANCIAL LLC (BLOOMINGTON MN)

MN

09/21/1995 - 08/12/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/21/1995 - 08/12/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/16/2012

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/03/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Gay Isaacson.
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