Unclaimed Profile

Daniel Lee Hays

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.·BLOOMINGTON, Indiana

SIE, Series 6, Series 62, Series 63, Series 65Clean record23 years registeredCOMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

674 S. COLLEGE AVENUE, BLOOMINGTON, IN 47403CRD# 4332513Firm CRD# 128257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Lee Hays · BLOOMINGTON, IN

Registration

CRD #4332513 · COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. · 23 years registered

Brand Profile

Not yet started

Career History

CFCI

Jan 2005 – present

J. W. COLE ADVISORS, INC.

May 2013 – Dec 2018

Bloomington, IN

SPC

Feb 2003 – May 2013

BLOOMINGTON, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 62

Series 63

Series 65

Registration record

First registered · February 6, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

CRD 128257 · SEC 801-62834

AUM

$432M

Regulatory assets under management

Employees

1,168 client accounts

Services offered by COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Lee Hays offer?

Daniel Lee Hays specializes in Investment Management, Wealth Management. Contact their office in BLOOMINGTON, Indiana for a consultation.

What are Daniel Lee Hays's credentials?

Daniel Lee Hays is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Lee Hays located?

Daniel Lee Hays is based in BLOOMINGTON, Indiana, working with COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.

How does Daniel Lee Hays charge for services?

Daniel Lee Hays's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.?

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. has approximately 20 employees and manages $432M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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