Dennis Wayne Thacker

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

• 10/2009 → 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

• 2013-01-29 → 2013-05-23
  Spc
  Bloomington, IN
  Ann Arbor, MI

Other Businesses

(1) SALE OF LIFE & HEALTH AND FIXED INDEX ANNUITIES. INDEPENDENT AGENT APPOINTED WITH VAROUS INSURANCE CARRIERS - 40 HOURS PER WEEK (2) DBA - COMPREHENSIVE FINANCIAL CONSULTANTS, INVESTMENT RELATED, 674 S COLLEGE AVE, BLOOMINGTON, IN 47403, INVESTMENT MANAGEMENT, ADVISOR, 10/2009, 160 HOURS A MONTH & DURING MARKET HOURS. (3) TEACHING/LECTURER; INVESTMENT RELATED; 674 S. COLLEGE AVE BLOOMINGTON, IN; TEACHING RETIREMENT AND OTHER FINANCIAL WELLNESS CLASSES; SOLE PROPRIETOR; 7/12/18; 12 HRS PER MONTH, 6 DURING TRADING HOURS; PREPARE AND DELIVER MATERIAL AND FOLLOW UP WITH ATTENDEES WHO HAVE QUESTIONS (4) YENOM INC, NON-INVESTMENT RELATED; 4341 W MOSS LN, HOLDING AND MANAGEMENT COMPANY; MANAGE CASH FLOW AND TAXES OF THE CORP; OFFICER OF PRIVATE CORP; 1/HR MO - 0 TRADING (5) Hole Six, LLC; Not Investment Related; 674 S. College Ave, Bloomington, IN 47403; Real Estate; Member; Start date 7/1/2023; 2 hrs./mo., 2 hrs./mo. during trading. (6) Quick Fit Indiana, LLC; Not investment related; 1907 S Walnut Street, Bloomington, IN 47401; Sole Owner/President; Private Personal Training Studio; Start 6/1/2023; 4 hrs./mo. during trading hours. (7) Public Notary; Not Investment Related; 674 S College Av, Bloomington, IN 47403; Notary Public; Sole Proprietor; Notary Owner; 1/2025; 1 hr/mo during trading hrs; Notarize documents as needed for clients, family members of clients, associates, etc.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-01-24
• S65 Uniform Investment Adviser Law Examination
  2010-03-11

Other Names

• Wayne Thacker
• William Dennis-Wayne Thacker
• Dennis Wayne Thacker
• Dennis Wayen Thacker