Layton David Ginder
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
CFP®, Series 66
Experience Industry experience
10 years
Location
Auburn, IN 46706
CX Institutional, LLC
Multi-team
Layton Ginder is a CFP® professional with 10 years of industry experience currently with CX Institutional, LLC. He previously worked at LPL Financial and Raymond James Financial Services, among other firms. Outside of advising, he is a partner in a family farm operation. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy asset allocation approach across various asset classes and incorporates third-party technology to enhance reporting and tax efficiency.
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
35
Indiana · Michigan · Texas
10 years of industry experience
CX Institutional, LLC
2018 - Present • 8 years
Auburn, MI
LPL Financial, LLC
2018 - 2020 • 2 years
Auburn, IN
BVL Advisors direct business with Pacific Life Non-Variable Life
2017 - 2018 • 1 year
Fort Wayne, IN
BGL Farms
2017 - Present • 9 years
Dekalb, IN
Raymond james Financial Services, Inc
2017 - 2018 • 1 year
Fort Wayne, IN
Raymond James Financial Services Advisors INC.
2017 - 2018 • 1 year
Fort Wayne, IN
Midwestern Securities Trading Co
2016 - 2017 • 1 year
East Peoria, IL
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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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