Unclaimed Profile

Eric Quinten Giesler

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.·BLOOMINGTON, Indiana

Series 65Clean record22 years registeredCOMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

674 S. COLLEGE AVENUE, BLOOMINGTON, IN 47403CRD# 2786614Firm CRD# 128257

Profile Verification

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

Identity

Eric Quinten Giesler · BLOOMINGTON, IN

Registration

CRD #2786614 · COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. · 22 years registered

Brand Profile

Not yet started

Career History

NOVAK & POWELL FINANCIAL SERVICES, INC.

Nov 2021 – present

BLUE CRAB PARTNERS, LLC

Oct 2019 – present

BLUE CRAB PARTNERS, LLC

Apr 2013 – Dec 2022

CICERO, IN

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

Feb 2004 – Jan 2023

BLOOMINGTON, IN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 27, 2004

Years registered · 22

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 Eric Quinten Giesler offer?

Eric Quinten Giesler specializes in Investment Management, Wealth Management. Contact their office in BLOOMINGTON, Indiana for a consultation.

What are Eric Quinten Giesler's credentials?

Eric Quinten Giesler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Quinten Giesler located?

Eric Quinten Giesler 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 Eric Quinten Giesler charge for services?

Eric Quinten Giesler'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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