Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$973K average
Assets Under Management
$3.3B
Fee Structure
Minimum Investment:$500
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Contact
Brad William Michels
Location
200 East 7th Street, Auburn, IN, 46706
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cx Institutional, LLC
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Financial Architects, INC
May 2013 - October 2022 · 9 yrs 5 mos
Wealthcare Capital Management LLC
June 2012 - August 2022 · 10 yrs 2 mos
Concentric Fiduciary Advisors
February 2010 - June 2012 · 2 yrs 4 mos
Transamerica Financial Advisors, INC.
March 2009 - October 2009 · 7 mos
Transamerica Investment Management, LLC
March 2004 - March 2009 · 5 yrs
State Registrations2 states
KYTX
Advisor
Exams
No exam information available for this advisor.
Contact
Brad William Michels