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Andrew Renninger

Advisor at CX Institutional, LLC

Updated today

Location

Auburn, IN 46706

Credentials

Series 65

Industry experience

< 1 year

About

Andrew Renninger is a financial advisor at CX Institutional, LLC with a Series 65 designation and one year of industry experience. Prior to joining CX Institutional, he worked at ProFed Credit Union and has held teaching positions at Purdue University, Norwell High School, and Norwell Middle School. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Client services

Based on CX Institutional, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on CX Institutional, LLC

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies

Fee options

Fixed

Financial planning first year fee of $6,250; subsequent annual minimum fees of $3,125

Percentage

Negotiable up to 2.0% annually (investment advisory fee plus strategy fee)

Subscriptions

Other fees include $10 quarterly fee per account plus $2.50 per sleeve per quarter and $2.50 per account quarterly for account aggregation services

Other

Account minimum: $5,000 Fee-only: Fee-only basis for asset management, financial planning, and consulting services

Location

200 East 7 Th Street

Auburn, IN 46706

Most active in

Indiana

Work history

CX Institutional, LLC

2025 - Present (1 year)

ProFed Credit Union

2025 - 2025 (1 year)

ProFed Credit Union

2023 - 2025 (2 years)

ProFed Credit Union

2023 - 2023 (1 year)

Purdue University

2022 - 2025 (3 years)

Norwell High School

2018 - 2022 (4 years)

Norwell Middle School

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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