Blake Von Scheer
Advisor at CX Institutional, LLC — Auburn, IN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Auburn, IN 46706
CX Institutional, LLC
Multi-team
Blake Scheer is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and one year of industry experience. He has previously worked at Osaic Wealth, Inc. and Miller Christian and Zwiebel Asset Management Corp. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach and integrates third-party technology to provide consolidated reporting and tax-efficient asset location.
Based on CX Institutional, LLC
Based on CX Institutional, LLC
Financial planning first year fee of $6,250; subsequent annual minimum fees of $3,125
Negotiable up to 2.0% annually (investment advisory fee plus strategy fee)
Other fees include $10 quarterly fee per account plus $2.50 per sleeve per quarter and $2.50 per account quarterly for account aggregation services
Account minimum: $5,000 Fee-only: Fee-only basis for asset management, financial planning, and consulting services
Auburn, IN
200 East 7th Street
Auburn IN 46706
Advisors at this office
34
Indiana
1 year of industry experience
CX Institutional
2026 - Present • 1 year
Auburn, IN
Osaic Wealth, Inc.
2024 - 2026 • 2 years
Fort Wayne, IN
Miller Christian and Zwiebel Asset Management Corp
2024 - 2026 • 2 years
Fort Wayne, IN
Unemployed
2024 - 2024 • 1 year
Fort Wayne, IN
Indiana Members Credit Union
2024 - 2024 • 1 year
Franklin, IN
WRT Tree Services
2023 - 2023 • 1 year
Fort Wayne, IN
Ruoff Mortgage
2023 - 2023 • 1 year
Fort Wayne, IN
WRT Tree Services
2022 - 2022 • 1 year
Fort Wayne, IN
Tractor Supply Company
2021 - 2021 • 1 year
Fort Wayne, IN
Franklin College
2020 - 2024 • 4 years
Franklin, IN
Dick's Sporting Goods
2020 - 2020 • 1 year
Fort Wayne, IN
Cambray & Associates
2020 - 2020 • 1 year
Fort Wayne, IN
Indiana University Bloomington
2019 - 2019 • 1 year
Bloomington, IN
Purdue Fort Wayne
2019 - 2019 • 1 year
Fort Wayne, IN
Leo Jr/Sr High School
2018 - 2018 • 1 year
Leo, IN
Mikes Carwash
2017 - 2019 • 2 years
Fort Wayne, IN
Bishop Dwenger High School
2015 - 2018 • 3 years
Fort Wayne, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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