Thomas D. Kehoe

CX INSTITUTIONAL

Portage, MI 49024

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CRD#: 4823868

Professional summary

Thomas Dennis Kehoe JR, who also goes by T Dennis Kehoe Jr, Thomas Dennis Kehoe, Dennis Eugene Young Jr., is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Portage, Michigan.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Thomas has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

T Dennis Kehoe Jr | Thomas Dennis Kehoe | Dennis Eugene Young Jr.

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. 12/30/2011: 721 Asset Management, LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - I am a managing member of this LLC. We own an office building and lease it to our financial planning practice, Oak Point Financial Group. - 1% Time Spent. 2. 12/6/2018 - Vest Pro - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/01/2018 - 1 Hour Per Month During Securities Trading. 3. 12/6/2018 - Hefty Wealth Partners/Oak Point/Vest Pro - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 04/01/2018 - 1 Hour Per Month During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Dennis Kehoe JR'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

March 30, 2018 - Present

CX INSTITUTIONAL, LLC

Office #1: 8075 Creekside Drive Suite 140, Portage, MI 49024

RIA

CRD#: 292627

Portage, MI

Past

June 6, 2017 - August 15, 2018

OAK POINT WEALTH MANAGEMENT, LLC

RIA

CRD#: 286152

PORTAGE, MI

Past

November 1, 2010 - September 11, 2017

OAK POINT FINANCIAL GROUP

RIA

CRD#: 155126

PORTAGE, MI

Past

October 23, 2009 - May 6, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

PORTAGE, MI

Past

October 23, 2009 - July 16, 2020

LPL FINANCIAL LLC

CRD#: 6413

PORTAGE, MI

Past

October 3, 2006 - October 27, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PORTAGE, MI

Past

September 21, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 21, 2004 - October 27, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PORTAGE, 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
(3/30/2018)

IAR

Texas
(3/30/2018)

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 66

Date: 10/1/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2004

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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Firm Stability Insights

Thomas D. Kehoe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Dennis Kehoe JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK POINT WEALTH MANAGEMENT, LLC

OAK POINT FINANCIAL GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CX INSTITUTIONAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/1/2004

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2004

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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