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674 S. College Avenue, Bloomington, IN 47403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-24 |
| IN | RA | APPROVED | 2005-01-25 |
Branch Locations
674 South College Avenue, Bloomington, IN 47403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Financial Consultants Institutional | Bloomington | IN | 01/2005 | Present |
| J.W. Cole Financial, Inc | Bloomington | IL | 05/2013 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2013 | Present |
(1) COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL.; REGISTERED INVESTMENT ADVISOR/TREASURER/SECRETARY, 5% OWNER. DUAL REGISTERED WITH CFCI AND J.W. COLE ADVISORS. (2) SELLS VARIOUS TYPES OF INSURANCE PRODUCTS AND ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES. (3) NORTHSIDE EXCHANGE CLUB; NON-INVESTMENT RELATED; NATIONAL HEADQUARTERS: 3050 CENTRAL AVE, TOLEDO, OH 43606; CIVIC ORGANIZATION; 8/1/2014; PRESIDENT OF THE BOARD; 5 HRS/ MONTH; 4 TRADING HOURS/MONTH; NOMINATED TO BOARD FOR 3 YR. COMMITMENT. (4) The National Exchange Club; Not investment related; 3050 W. Central Ave, Toledo, OH 43606; President Elect - Indiana District; Meet virtually once a quarter for board meetings, attend a national conference in July and participate in two weekends district conferences; Start 7/1/25; 3 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-09 |
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