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Dennis Wayne Thacker

Investment adviser representative at Cfci
17 yearsExperience
1 stateRegistered 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

17 years in the industry.

  1. J.W. Cole Advisors, Inc.May 2013 to now
  2. J.W. Cole Financial, Inc.May 2013 to now
  3. CfciMar 2010 to now
  4. Comprehensive Financial Consultants Institutional, Inc.Oct 2009 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010
  • Series 63 · Uniform Securities Agent State Law2013

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
5722982
Firm CRD
128257
Advisor's SEC record (opens in a new tab)
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