CI
CX INSTITUTIONAL, LLC
SEC RegisteredAdvisors Who Care As Much As You Do
AUBURN, INhttps://credentwealth.com260-927-1830
Assets Under Management
$1B–$5B
Employees
130
Office Locations
12 offices
Total Accounts
13723
About the firm
Credent Wealth Management is a local, fee-only fiduciary advisory firm providing comprehensive wealth management services with a focus on long-term financial planning relationships. They operate under the fiduciary standard, offer commission-free advice, and maintain independently audited and verified performance results in accordance with GIPS standards. They are affiliated with the National Association of Personal Financial Advisors (NAPFA).
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations
Areas of expertise
Fee-only FiduciaryRetirement PlanningInvestment ManagementTax MinimizationEstate PlanningBusiness PlanningCharitable GivingRisk ManagementHigh-net-worth InvestingGIPSNAPFA+1 more
Services
Retirement planning, investment management, tax-minimization strategies, charitable giving, risk management, multigenerational estate planning, business planning, and high-net-worth investing.
retirement_planninginvestment_managementfinancial_planningestate_planninginsurancecharitable_givingbusiness_planningwealth_managementrisk_management
Who they serve
Hardworking Americans including thoughtful savers, individuals and families at various stages of wealth-building, young professionals, growing families, those preparing for retirement, executives and high earners, business owners, individuals handling an inheritance or newly acquired financial assets, and foundations, nonprofits, and trusts.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,997 | $950M |
| High Net Worth Individuals | 1,556 | $3.3B |
| State/Municipal Entities | 7 | — |
3 total clients reported on Form ADV.
Leadership
Stacy Elaine Hefty
PRESIDENT
David Wayne Hefty
CHIEF EXECUTIVE OFFICER
Edison Byzyka
CHIEF INVESTMENT OFFICER
Angela Marie Lockwood
CHIEF TRANSFORMATION OFFICER
Hefty Wealth Partners
MANAGING MEMBER
Oak Point Financial Group
MEMBER
Thomas Dennis Kehoe
DIRECTOR
2011 David W. Hefty Living Trust Uta Dated December 6
MEMBER
2011 Stacy E. Hefty Living Trust Uta Dated December 6
MEMBER
David Wayne Hefty
TRUSTEE
Brian Wessley
CHIEF TALENT OFFICER
Stacy Elaine Hefty
TRUSTEE
Cpf Texas
MEMBER
Christopher Joel Lipper
MEMBER
Kyle Brandon Osting
CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL
Daniel Edward Steichen
MEMBER
Office locations
12 offices in 8 states
IN
AUBURNHQ
MN
BLOOMINGTON
TX
AMARILLO
KY
LOUISVILLE
OK
OKLAHOMA CITY
WI
RIVER FALLS
MI
PORTAGE
TX
PLANO
TX
WOODWAY
OH
CINCINNATI
OH
COLUMBUS
IN
LAFAYETTE
Advisors at this firm
76 advisors in the directory
Timothy Patrick Atkinson
Investment Adviser Representative
Gregory James Betlach
Investment Adviser Representative
James G Brandenburgh
Investment Adviser Representative
Edison Byzyka
Investment Adviser Representative
Chad Andrew Baxter
Investment Adviser Representative
Christopher W Bredeson
Investment Adviser Representative
Laura Chinander
Investment Adviser Representative
Owen George Crabtree
Investment Adviser Representative
Joseph Michael D'Amico
Investment Adviser Representative
Nicholas Andrew D'Andrea
Investment Adviser Representative
Brian Christopher Davis
Investment Adviser Representative
Tanner David Echenoz
Investment Adviser Representative
Joshua Benjamin Feld
Investment Adviser Representative
Michele Ann Floyd
Investment Adviser Representative
Layton David Ginder
Investment Adviser Representative
Travis Scott Glassley
Investment Adviser Representative
Marques Delmar Glaze
Investment Adviser Representative
David Wayne Hefty
Investment Adviser Representative
Stacy Elaine Hefty
Investment Adviser Representative
Jared Thomas Herndon
Investment Adviser Representative
Erik Martin Herstad
Investment Adviser Representative
Terry John Hirsch
Investment Adviser Representative
Braeden Michael Hall
Investment Adviser Representative
Elise Mallory Henderson
Investment Adviser Representative
Ross Michael Hutton
Investment Adviser Representative
Susan Gay Isaacson
Investment Adviser Representative
Steve Indiveri
Investment Adviser Representative
Austin Zachary Johnson
Investment Adviser Representative
Albert Duncan Kaufman
Investment Adviser Representative
Thomas Dennis Kehoe Jr
Investment Adviser Representative
Rebecca Mary Kindig
Investment Adviser Representative
Sydney Kissel
Investment Adviser Representative
Thomas Andrew Knippa
Investment Adviser Representative
Douglas Edward Lockwood Mr
Investment Adviser Representative
Laken Lamar Lewis
Investment Adviser Representative
Christopher Joel Lipper
Investment Adviser Representative
Cameron Joseph Magoon
Investment Adviser Representative
Kentrina Genea Mapes
Investment Adviser Representative
Diedre Matheny
Investment Adviser Representative
Brad William Michels
Investment Adviser Representative
Joel Jeffrey Macyauski
Investment Adviser Representative
Andrew Lee Mayer
Investment Adviser Representative
Brady McBride
Investment Adviser Representative
Scott McCandless
Investment Adviser Representative
Nicholas Richard Thomas McKinley
Investment Adviser Representative
Wade Christian Miller
Investment Adviser Representative
Brian David Neal
Investment Adviser Representative
Alisha Marie Norris
Investment Adviser Representative
Michael Joseph Pepin
Investment Adviser Representative
Erin Nichole Palmer
Investment Adviser Representative
Anthony Joseph Picerni
Investment Adviser Representative
Bo Zachary Potter
Investment Adviser Representative
James Pearce Priebe
Investment Adviser Representative
Paul David Reile
Investment Adviser Representative
John Steven Ruzza
Investment Adviser Representative
Aubrey Hyde Ramey
Investment Adviser Representative
Matthew David Redmond
Investment Adviser Representative
Brian Alexander Remson
Investment Adviser Representative
Andrew Michael Renninger
Investment Adviser Representative
Tyler Rickert
Investment Adviser Representative
David John Scott
Investment Adviser Representative
Daniel Edward Steichen
Investment Adviser Representative
Tanner Stepp
Investment Adviser Representative
Lucille Elinor Satterwhite
Investment Adviser Representative
Blake Von Scheer
Investment Adviser Representative
Eli Thomas Smith
Investment Adviser Representative
Sarah Ann Southworth
Investment Adviser Representative
Adam Barrett Spence
Investment Adviser Representative
William W Ternet
Investment Adviser Representative
Heston Major Terzo
Investment Adviser Representative
Dustin James Tirpak
Investment Adviser Representative
Elizabeth Tulloch
Investment Adviser Representative
Jacob Jeffrey Walker
Investment Adviser Representative
Thomas Patrick Williams
Investment Adviser Representative
David William Wellsand
Investment Adviser Representative
Gabriel Wyatt
Investment Adviser Representative
Regulatory & compliance
CRD number
#292627
SEC Number
801-112742
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $5,000
Data as of March 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
credentwealth.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CX INSTITUTIONAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.