CX Institutional
40yrs
Top advisor by experience in Auburn
32yrs
Daniel Steichen is a fiduciary financial advisor in Auburn, Indiana, with 32 years in the industry. Daniel joined CX Institutional in 2022, after five years at LPL Financial and eight years at Personal Wealth Partners. CX Institutional offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 73 advisors with offices in Auburn, and one of 68 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top 5% by experience in Auburn
Office200 East 7th Street, Auburn, IN 46706
FirmCX Institutional
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$938,697
Advisors at the firm79
States licensed ?2 states
Services through CX Institutional
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowCX Institutional, LLCCurrent firm
- 2017 – 2022LPL Financial LLCPreviously
- 2014 – 2022Personal Wealth Partners LLCPreviously
Contact Daniel
(260) 927-1830CX Institutional main office 200 East 7th StreetAuburn, IN 46706Office · Get directions Firm websitewww.credentwealth.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call CX Institutional at (260) 927-1830 and ask for Daniel Steichen. Daniel works from the Auburn, IN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1995, about 32 years. Top 5% by experience in Auburn.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
CX Institutional reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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