Dallas Jackson Baltz
Investment adviser representative at Comprehensive Financial Consultants
12 yearsExperience
1 stateRegistered in
$187.3MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Comprehensive Financial ConsultantsSep 2025 to now
- Harbour Trees Golf & Beach ClubMay 2018 to now
- Stratus Building Solutions of IndianapolisJan 2024 to Sep 2025
- Orthodynamics Company, IncNov 2022 to May 2023
- Indiana University IndianapolisAug 2022 to May 2025
- Indiana UniversityAug 2021 to May 2022
- Noblesville High SchoolAug 2017 to Jun 2021
- Noblesville West Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
Comprehensive Financial Consultants
Legal name: Cfc Planning Company, LLC
$187.3MAssets managed
392Clients
4Advisers
1 yearIn 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
- 8184535
- Firm CRD
- 310603