Laura Chinander
Advisor at CX Institutional, LLC
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.
Advisor at CX Institutional, LLC
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.
Location
Bloomington, MN 55425
Credentials
Series 63, Series 65
Industry experience
2 years
Laura Chinander is a financial advisor at CX Institutional, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2024. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach that combines fundamental, quantitative, technical, and cyclical analysis across various asset classes, integrating financial planning and using third-party technology to support client portfolios.
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
7900 International Drive, Suite 510
Bloomington, MN 55425
Minnesota
CX Institutional, LLC
2025 - Present (1 year)
J.P. Morgan Securities
2023 - 2024 (1 year)
JPMorgan Chase Bank, N.A.
2022 - 2023 (1 year)
Unemployed
2013 - 2022 (9 years)
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