David Keith Hays

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1994 → Present
  Comprehensive Financial Consultants, Inc
  Bloomington, IN
• 08/2003 → Present
  Comprehensive Financial Consultants Institutional, Inc.
  Bloomington, IN
• 05/2013 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2013 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2002-11-14 → 2013-04-09
  Spc
  Bloomington, IN
• 1999-05-17 → 2002-11-06
  Fsc Securities Corporation
  Bloomington, IN

Other Businesses

(1) Sells Various lines of insurance through various insurance companies (2) Comprehensive Financial Consultants Institutional INC (CFCI): President; Prepare Taxes; RIA. (3) David Hays; Author; Promote Book, Speaking Engagements; 4 HRS/MO; $500/YR. (4) Monroe Hospital; Board Member; 4011 S Monroe Medical Park BLVD, Bloomington, IN 47403; Healthcare; 12/2005; 1 HR/MO; 0 during trading hours; Quarterly Meetings / Special Meetings. (5) Comprehensive Financial Consultants of Indiana, INC. (CFC); President; 674 S. College AVE Bloomington IN 47403; Operating company for financial planning, Insurance sales, Investments and Tax Prep; Owner; 10/1994; 165 HRS/MO during trading hours; Officer/Director. (6) Hoosier Choice Properties LLC; Real estate property mgmt company; LLC; Non-Investment Related; 4HRS/MO, 4 During trading. (7) Lake Lemon Porthole LLC; 8301 South Anne Avenue; Not investment related; Rental Real Estate and Restaurant; Member; Entity set up, quarterly partner meeting; Start 1/1/2023; 0 hours during trading. (8) Speedway Partners LLC; 672 S College Ave Bloomington, IN; Non-Investment Related; Managing Member; Historic racetrack that will be rented out for events and community usage; Start 11/2024; 0 hours during trading. (9) Beck Financial Strategies; DBA; Investment Advisory Firm; Partner/Owner; 5825 N Post Road, Indianapolis, IN 46216; Investment related; Start Date: 7/18/1995; 10 hours/month during trading (10)  Indiana Security LLC; Event and business security;  Partner/Owner; 672 S. College Avenue, Bloomington, IN 47403; Not Investment Related; ?Start Date 10/14/25; 2 Hours/mo during trading. Real Estate Investments, Non-Investment Related: (11) South College Investments, LLC; 660 S College Ave; Commercial property; Member; 10/2002; 1 HR/MO, 1 during trading hours; Owner. (12) Rockport Investment Group LLC; 5110 S Commercial St Bloomington, IN; Commercial and Residential Real Estate; Member; 5/1997; 1 HR/ MO / 1 during trading hours; Annual Meetings. (13) WWHB LLC; 8301 Anne Ave, Bloomington IN 47401; Rental Real Estate; 1/2002; 1 HR/MO; 1 during trading hours; Owner. (14) Smith & Hays Properties LLC; 1575 Linda Ln, Bloomington IN 47401; Commercial Rental Real Estate; Owner; 4/2004; 1 HR/MO; 1 during trading hours. (15) DBH Development LLC; 8301 Anne Ave, Bloomington IN 47401; Land for future investment; Member; 4/2007. (16) Generational Properties, LLC.; 674 S College Ave., Bloomington, IN 47403; Apt Complex; Member; Start date: 6/9/2020; 8 hours per month, 4 during trading hours; . (17) Rugar Hays; 50% Owner - start 1/1/2021; 8301 S Anne Ave Bloomington, IN 47401; Owner of Membership interest in Generational Properties LLC, a Real Estate Holding Company; 4 hours/mo, 0 during trading. (18) WDBH LLC; Managing Member; 8301 S. Anne Avenue Bloomington, IN 47401; 0 hours per month during trading. (19) Hays Warehouse LLC; 672 S. College Ave., Bloomington, IN 47403; Start date: 6/30/2021; Member; Monthly update meetings; 2 hours per month, 0 during trading. (20) Robert Stillions Legacy LLC; 674 S College Ave Bloomington IN 47403; start date: 12/14/2021; owner of a vacant lot; 0 hours per month during trading. (21) BuyBackTheBlock LLC; 3943 Bennett Drive, Indianapolis, IN 46254; Start 7/26/2021; Member; 0 hours. (22) 4MNE LLC; 3746 E Commodore, Bloomington, IN, 47401; Member; 7/1/2024; 0 hours spent (23) Burks & Hays, LLC; Not investment Related; 672 S College Av, Bloomington, IN 47403; Real estate development; Limited Partner; 0 hrs/mo during trading hrs; Consultant. (24) Hays Smart Market, LLC; Not investment related; 672 S College Av, Bloomington, IN 47403; Vending ; Managing Member; 10/2025; 0 hrs/mo during trading hrs; Financial backing. (25) DKH, LLC; Investment Related; 674 S College Av, Bloomington, IN 47403 ; DBA Financial Advising; General Partner; Manager; 1/2026; 10 hrs/mo during trading hrs; Oversight and management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-15
• S63 Uniform Securities Agent State Law Examination
  1993-12-29

Other Names

• Dave Hays
• David K Hays