David Wayne Hefty
Amministratore Delegato presso CX Institutional LLC
Posizioni attive di David Wayne Hefty
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
CX Institutional LLC
 CX Institutional LLC Investment ManagersFinance CX Institutional LLC is an independent, SEC-registered investment advisor headquartered in Auburn, Indiana. The firm was formed in 2018 through the combination of two existing SEC-Registered Investment Advisers: Hefty Wealth Partners, Inc. (HWP) and Oak Point Wealth Management LLC, both of which are founded in 2010. CX Institutional succeeded to the registration of HWP. The firm offers investment portfolios on a discretionary and non-discretionary wrap-fee basis to individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and business entities. | Amministratore Delegato | 01/03/2018 | - |
Storia della carriera di David Wayne Hefty
Precedenti posizioni note di David Wayne Hefty
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Hefty Wealth Partners, Inc.
 Hefty Wealth Partners, Inc. Investment ManagersFinance Hefty Wealth Partners, Inc. provides investment advice. The private company is based in Auburn, IN and has subsidiaries in the United States. The company was founded in 2000 by David Wayne Hefty, who has been the CEO since 2000. | Amministratore Delegato | 01/01/2000 | 01/03/2018 |
| Responsabile della Conformità | 01/01/2000 | 01/03/2018 | |
| Fondatore | 01/01/2000 | 01/03/2018 |
Formazione di David Wayne Hefty
| Purdue University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Chief Executive Officer | 2 |
| Compliance Officer | 1 |
| Founder | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Hefty Wealth Partners, Inc.
Hefty Wealth Partners, Inc. Investment ManagersFinance Hefty Wealth Partners, Inc. provides investment advice. The private company is based in Auburn, IN and has subsidiaries in the United States. The company was founded in 2000 by David Wayne Hefty, who has been the CEO since 2000. | Finance |
CX Institutional LLC
CX Institutional LLC Investment ManagersFinance CX Institutional LLC is an independent, SEC-registered investment advisor headquartered in Auburn, Indiana. The firm was formed in 2018 through the combination of two existing SEC-Registered Investment Advisers: Hefty Wealth Partners, Inc. (HWP) and Oak Point Wealth Management LLC, both of which are founded in 2010. CX Institutional succeeded to the registration of HWP. The firm offers investment portfolios on a discretionary and non-discretionary wrap-fee basis to individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and business entities. | Finance |
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