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SI

Susan G. Isaacson

CX INSTITUTIONAL
Bloomington, MN 55425
Some features on this profile are disabled
CRD#: 2552280
SI

Professional summary

Susan Gay Isaacson, CFP®, who also goes by Susan Isaacsobn, is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Bloomington, Minnesota.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Susan has worked at 5 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Susan Isaacsobn

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.
1. 7/31/2018 - Quarry Heights LLC - Not Investment Related - Columbia, MO 65203 - Real Estate Rental - Start Date: 04/12/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Personal property, own with brother. 2. 4/22/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Started 01/01/1999 - 1 Hours Per Month During Securities Trading - Notary for state of Minnesota.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Gay Isaacson'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®
CFP®

Certified Financial Planner

Start date: 1998

Experience

Current

June 20, 2022 - Present

CX INSTITUTIONAL, LLC

Office #1: 7900 International Drive, Suite #510, Bloomington, MN 55425
RIA
CRD#: 292627
Bloomington, MN
Past

February 16, 2016 - October 25, 2022

PERSONAL WEALTH PARTNERS LLC

RIA
CRD#: 172055
BLOOMINGTON, MN
Past

September 4, 2012 - June 11, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
BLOOMINGTON, MN
Past

August 16, 2012 - May 18, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
BLOOMINGTON, MN
Past

September 21, 1995 - August 12, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 21, 1995 - August 12, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
CI
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
Minnesota
(6/20/2022)
IAR
Texas
(9/19/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/16/2012
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/3/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/3/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/15/2012
General Securities Representative Examination

Current Firm

CI
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts14,284
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.

Company Information

CX INSTITUTIONAL, LLC

CRD#: 292627Bloomington, MN 55425

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