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Curtis Vandenberg, financial advisor Bloomington IN

Curtis Vandenberg

CRD Number: 1929395
Current Firm: Comprehensive Financial Consultants Institutional, Inc.

Curtis Vandenberg (CRD# 1929395) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Comprehensive Financial Consultants Institutional, Inc. Bloomington, IN Nov 2021 - Current 2
J.w. Cole Financial, Inc. Tampa, FL Sep 2011 - Current 12
Legacy Capital Management, Inc. East Lansing, MI Jul 1998 - Current 25
Nordberg & Vandenberg, Inc. East Lansing, MI Jul 2007 - Feb 2022 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Curtis L. Vandenberg
674 S. College Avenue, Bloomington, IN 47403
Phone Number: 812-334-3190
Firm Website: http://www.cfci.us
Registered State(s):
  • MI
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Current Firm Details
Comprehensive Financial Consultants Institutional, Inc.
Firm's CRD Number: 128257
674 S. College Avenue, Bloomington, IN 47403
By the Numbers
  • Total Assets Under Management
    432
    MILLIONS
  • Total Number of Accounts
    1,168
    ACCOUNTS
  • Average Account Value
    $370,166
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CO, FL, GA, IL, IN, MI, NC, NE, NY, TX

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