Curtis Lee Vandenberg
Investment adviser representative at Cfci
28 yearsExperience
2 statesRegistered in
$595.6MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- CfciNov 2021 to now
- Comprehensive Financial Consultants Institutional, Inc.Nov 2021 to now
- J.W. Cole Financial, Inc.Sep 2011 to now
- Legacy Capital Management, Inc.Jul 1998 to now
- Nordberg & Vandenberg, Inc.Jul 2007 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Cfci
Legal name: Comprehensive Financial Consultants Institutional, Inc.
$595.6MAssets managed
1,083Clients
11Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1929395
- Firm CRD
- 128257