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CE INVESTMENT MANAGEMENT, LLC

OKLAHOMA CITY, OK · CRD 299786 · IAPD ↗ · 405-523-5348

$5.91BRegulatory AUM
17Advisory reps
17Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
April 2026 — CE INVESTMENT MANAGEMENT, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — CE INVESTMENT MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.