CX Institutional
40yrs
Top advisor by experience in Auburn
27yrs
Based in Auburn, Indiana, David Hefty is a fiduciary financial advisor with 27 years of industry experience. David has been with CX Institutional since 2018; before that, David spent eight years at Hefty Wealth Partners and 18 years at LPL Financial. David holds the CFP® designation.
One of 73 advisors with offices in Auburn, and one of 68 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 11% 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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowCX Institutional, LLCCurrent firm
- 2010 – 2018Hefty Wealth PartnersPreviously
- 2002 – 2020LPL Financial LLCPreviously
- Jan 2001 – Oct 2002FFP Advisory Services Inc.Previously
Questions to ask David
Tailored to David’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 David
How do I contact David?
Call CX Institutional at 260-927-1830 and ask for David Hefty. David works from the Auburn, IN office.
How long has David been a financial advisor?
David has been in the industry since 1999, about 27 years. Top 11% by experience in Auburn.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
CX Institutional reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David 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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