A complete list of active advisors currently associated with Comprehensive Financial Consultants
Warmer can help you find a great advisor at Comprehensive Financial Consultants or one who fits your needs even better.
Comprehensive Financial Consultants provides financial planning, discretionary portfolio management, and retirement-plan consulting for individuals (including high net worth clients), corporations, charities, and pension and profit-sharing plans. Offerings include one-time and ongoing financial plans, proprietary model-based portfolio management, and ERISA Section 3(21) consulting to plan sponsors and trustees. The firm tailors portfolios to clients’ objectives and risk tolerances using a mix of asset allocation, tactical asset allocation, technical analysis, and Modern Portfolio Theory, and may include options and structured notes in its strategies. CFC typically operates with discretionary trading authority, conducts periodic rebalancing and monitoring, and custodial relationships are managed through Schwab Institutional with fees deducted directly from client accounts per client authorization. Distinctive aspects disclosed in the brochure include that the owner and associates are licensed insurance agents who may recommend insurance products and receive separate commission-based compensation and marketing support from insurers and a third‑party insurance intermediary, a conflict the firm discloses and says it seeks to mitigate. The firm also highlights its limitation to ERISA 3(21) retirement-plan services and its participation in Schwab Institutional, noting that product-sponsor support and custodial services provide benefits that could create additional conflicts of interest.
To learn more about the advisors currently working at Comprehensive Financial Consultants, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cicero, IN
| 0
| |
Cicero, IN
| 6
| |
Cicero, IN
| 31
| |
Cicero, IN
| —
|
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