Christopher W Bredeson

14 Years of Experience

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing

Cx Institutional, LLC

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

Location

7500 Dallas Parkway, Suite 475, Plano, TX, 75024

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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.

Employment History

Current Registrations

Cx Institutional, LLC

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Fisher Investments

November 2012 - August 2024 · 11 yrs 9 mos

J.P. Morgan Securities LLC

October 2012 - November 2012 · 1 mo

Chase Investment Services CORP.

July 2011 - October 2012 · 1 yr 3 mos

State Registrations2 states

OKTX

Advisor

Exams

No exam information available for this advisor.