Michael Thomas Fidler

Employer firm

Cfci CRD 128257

$596M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 10/2013 → Present
  J. W. Cole Financial, Inc.
  Tampa, FL
• 10/2013 → Present
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 09/2014 → Present
  Comprehensive Financial Consultants Institutional, Inc.
  Bloomington, IN

Previous Registrations

• 2008-03-20 → 2013-10-07
  Spc
  Bedford, IN
  Ann Arbor, MI
• 2001-06-14 → 2006-03-28
  Park Avenue Securities Llc
  Bedford, IN

Other Businesses

1)A)SPECIAL TEEZ GOOD SPORTS INC. B) 1027 17TH, BEDFORD,IN 47421 C)MINOR OWNER IN MY WIFE'S SILK SCREEN EMBROIDERY BUSINESS D)COMPANY OFFICER/DIRECTOR:YES E)1 HR PER MONTH F)1 HR DURING TRADING G)I DERIVE NO INCOME FROM MY PARTICIPATION IN THE BUSINESS H)PRINT A FEW SHIRTS NOW AND THEN AND HELP MAINTAIN THE STOREI)CLIENTS INVOLVED:NO. 2)A)CAUSE FOR PAWS NOT FOR PROFIT RADIO STATION B)FM RADIO STATION C) I AM ASKED TO BE IN A MEETING ONCE OR TWICE A YEAR D) OFFICER/DIRECTOR:NO E) O HRS PER MONTH F) 0 HRS DURING TRADING G) CLIENTS INVOLVED:NO 3) A)JA BENEFITS/DBA B) ADDRESS: SAME AS BRANCH ADDRESS C) INSURANCE,EMPLOYEE BENEFITS, INVESTMENTS D)TITLE/POSTION: FINANCIAL CONSULTANT E) START DATE: 7/1/2015 F) 200 HRS PER MONTH G) 160 DURING TRADING HRS H) DUTIES: INSURANCE,INVESTMENT & ANNUITIES I) OFFICER/DIRECTOR: NO J) CLIENTS INVOLVED:YES

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-29
• S63 Uniform Securities Agent State Law Examination
  1994-09-21

Other Names

• Mike Fidler
• Michael Thomas Fidler