Timothy P. Atkinson

CX INSTITUTIONAL

AUBURN HILLS, MI 48326

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CRD#: 2335446

Professional summary

Timothy Patrick Atkinson, who also goes by Tim Atkinson, is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Auburn Hills, Michigan.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Timothy has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Atkinson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Patrick Atkinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2025 - Present

CX INSTITUTIONAL, LLC

Office #1: 3121 University Drive Suite 100, Auburn Hills, MI 48326

RIA

CRD#: 292627

AUBURN HILLS, MI

Past

September 29, 2017 - August 12, 2025

TFG ADVISORS

RIA

CRD#: 288787

AUBURN HILLS, MI

Past

May 27, 2015 - December 31, 2017

TFG ADVISORS

RIA

CRD#: 112123

AUBURN HILLS, MI

Past

January 12, 2012 - May 11, 2015

LIFE PLAN FINANCIAL ADVISORY GROUP, LLC

RIA

CRD#: 131396

ROCHESTER HILLS, MI

Past

December 20, 2010 - January 9, 2012

SAMRAH ADVISORY SERVICES

RIA

CRD#: 154268

BLOOMFIELD HILLS, MI

Past

May 6, 1996 - July 8, 1996

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

Past

February 2, 1994 - July 8, 1996

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA

Registered Investment Advisory firm - (3/1/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(7/1/2025)

IAR

Texas
(7/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/26/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/1/1994

General Securities Representative Examination

Current Firm

CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA

Registered Investment Advisory firm - (3/1/2018 Approved)

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Contact information

Main Address

200 East 7th Street, Auburn, IN 46706

Mailing Address

Phone number

(260) 927-1830

Established

Firm type

Fiscal year end

# of Employees

106

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (10/14/2025)

ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	14,284
AUM (Assets Under Management)	$ 4,121,239,331

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Timothy P. Atkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Patrick Atkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TFG ADVISORS

TFG ADVISORS

LIFE PLAN FINANCIAL ADVISORY GROUP, LLC

SAMRAH ADVISORY SERVICES

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

CX INSTITUTIONAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/26/2010

Series 63

Date: 3/3/1994

Series 7

Date: 2/1/1994

Current Firm

CX INSTITUTIONAL, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CX INSTITUTIONAL, LLC

TRUST BUT VERIFY

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