Susan Isaacson is a CFP, PFS-designated registered investment advisor at Cx Institutional, LLC, based in Bloomington, MN, with 15 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 4,560 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Program fees consist of an investment advisory fee and strategy fee, up to a maximum of 2.0% annually, and are negotiable.
Fee Estimator
Contact
Susan Isaacson
Location
7900 International Drive, Suite #510, Bloomington, MN, 55425
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Susan co-owns Quarry Heights LLC with her brother, a real estate rental business, dedicating minimal time. She also works as a notary for the state of Minnesota, spending minimal time on this activity.
Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
Personal Wealth Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Sue Isaacson is ambitious, welcoming, and committed to the work of changing lives through financial freedom. Her positive attitude and pursuit of excellence allow her to navigate all kinds of financial journeys. Prior to becoming a part of Credent, Sue collected over 35 years of experience serving clients, with a background in retirement, estate planning, tax strategies, and employee benefits.
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