David Wayne Hefty
Director Ejecutivo en CX Institutional LLC .
Perfil
David Wayne Hefty was the founder and former Chief Executive Officer & Wealth Partner of Hefty Wealth Partners, Inc., which he founded in 2000.
He is currently the Chief Executive Officer at CX Institutional LLC, a position he has held since 2018.
Hefty received his undergraduate degree from Purdue University in 1999.
Cargos activos de David Wayne Hefty
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Director Ejecutivo | 01/03/2018 |
Antiguos cargos conocidos de David Wayne Hefty.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Director Ejecutivo | 01/03/2018 |
Formación de David Wayne Hefty.
| Purdue University | Undergraduate Degree |
Experiencias
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 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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