CX Institutional
40yrs
Top advisor by experience in Auburn
1yr
Eli Smith has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Auburn, Indiana. Eli joined CX Institutional in 2025, a firm offering financial planning, investment management, and retirement plan consulting. CX Institutional reports being 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
Experience1 years (since 2025)
How that compares ?1 years in the industry
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jun 2025 – nowCX Institutional, LLCCurrent firm
Contact Eli
(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 Eli
Tailored to Eli’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Eli
How do I contact Eli?
Call CX Institutional at (260) 927-1830 and ask for Eli Smith. Eli works from the Auburn, IN office.
How long has Eli been a financial advisor?
Eli has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Eli hold?
Series 65. Tap any license on this page to see what it allows.
Is Eli a fiduciary?
Eli is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eli paid?
CX Institutional reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eli 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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