LG
CFP
LG
CFP

Layton Ginder

9 Years of Experience
Auburn, IN

Layton Ginder is a CFP-designated registered investment advisor at Cx Institutional, LLC, based in Auburn, IN, with 9 years of industry experience. Layton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 4,077 clients with $4.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
4,077 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

CX Institutional charges a percentage of the value of your investments, and this fee is negotiable up to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and your servicing needs. Clients also pay a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services.

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Layton Ginder

Location

200 East 7th Street, Auburn, IN, 46706

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History

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.

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Other Business Activities

Layton is a partner in BGL Farms, a family farm, since 2006. He spends minimal time on this activity.

Employment History
Current Registrations
Cx Institutional, LLC
July 2018 - Present · 8 yrs
Previous Registrations
LPL Financial LLCBroker
July 2018 - July 2020 · 2 yrs
Raymond James Financial Services Advisors, INC
March 2017 - July 2018 · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
March 2017 - July 2018 · 1 yr 4 mos
Midwestern Securities Trading Company, LLCBroker
August 2016 - January 2017 · 5 mos
State Registrations2 states
INTX
Advisor

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
No exam information available for this advisor.
Additional Information

Layton Ginder is dedicated to the work of supporting clients throughout all life events—a birth, a graduation, a marriage, a retirement, a death. He is not intimidated by difficult or impactful situations, understanding that those are the times clients need guidance most. Layton earned his bachelor’s in financial counseling and planning from Purdue University and is a Certified Financial Planner™. This specific expertise, along with 8 years in the financial industry, gives him the wisdom and adaptability to be a key part of the Credent Experience.

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Layton Ginder