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BS

Blake V. Scheer

CX INSTITUTIONAL
AUBURN, IN 46706
CRD#: 7981429
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BS
Blake Von ScheerCX INSTITUTIONAL

Professional summary

Blake Von Scheer is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Auburn, Indiana.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Blake has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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 Blake Von Scheer'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

May 7, 2026 - Present

CX INSTITUTIONAL, LLC

Office #1: 200 East 7th Street, Auburn, IN 46706
RIA
CRD#: 292627
AUBURN, IN
Past

June 23, 2025 - May 4, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
FORT WAYNE, IN
Past

December 19, 2024 - May 4, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
FORT WAYNE, IN

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
Indiana
(5/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/18/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/19/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/27/2024
Securities Industry Essentials 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)

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#: 292627Auburn, IN 46706

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