Curtis Lee Vandenberg Jr.
Professional Summary
Curtis Lee Vandenberg JR., who also goes by Curtis Lee Vandenberg, is a registered financial advisor currently at CFCI located in East Lansing, Michigan and J.W. COLE FINANCIAL, INC. located in East Lansing, Michigan. Curtis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Curtis has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Curtis Lee Vandenberg
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
33 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CFCI | NORDBERG & VANDENBERG | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
Contact Information
Main Address
674 S. College Avenue, Bloomington, IN 47403Phone Number
(812) 334-3190# of Employees
22SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,083AUM (Assets Under Management)
$595,565,339Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CFCI | NORDBERG & VANDENBERG | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
State Registrations and Notice Filings
(9/23/2011)
(11/5/2021)
(4/24/2025)
(9/23/2011)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Curtis Lee Vandenberg JR.'s CRS (Customer Relationship Summary).
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FOGUTH WEALTH MANAGEMENT, LLC.