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Daniel Hays, financial advisor Bloomington IN

Daniel Hays

CRD Number: 4332513
Current Firm: Comprehensive Financial Consultants Institutional, Inc.

Daniel Hays (CRD# 4332513) is an Investment Advisor Representative working at Comprehensive Financial Consultants Institutional, Inc. in Bloomington, IN and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Bloomington, IL May 2013 - Current 10
J.w. Cole Advisors, Inc. Tampa, FL May 2013 - Current 10
Comprehensive Financial Consultants Institutional Bloomington, IN Jan 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Daniel L. Hays
674 South College Avenue, Bloomington, IN 47403
Phone Number: 812-334-3190
Firm Website: http://www.cfci.us
Registered State(s):
  • IN
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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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