Joshua Norris has been an investment adviser representative at Comprehensive Financial Consultants Institutional since August 2019, and is not listed among the firm’s executive officers or direct owners.
Comprehensive Financial Consultants Institutional, Inc. is a Bloomington, IN firm with $596M under management, 1,083 clients and 21 advisers across 3 offices, as of its February 2026 filing.
Investment adviser representative registrations
Joshua Norris is registered as an investment adviser representative in Indiana, since August 2019.
- IndianaSince 16 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 August 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Caleb Norris
- CRD
- 6569645
- Firm
- Comprehensive Financial Consultants Institutional · CRD 128257
- Office
- 674 S. COLLEGE AVENUE, Bloomington, IN 47403
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Norris work?
Joshua Norris is an investment adviser representative registered through Comprehensive Financial Consultants Institutional, Inc. since August 2019, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Norris a financial advisor?
Yes. Joshua Norris has a current investment-adviser registration in Indiana, through Comprehensive Financial Consultants Institutional since August 2019.
How many years of experience does Joshua Norris have?
Joshua Norris has 7 years in the financial industry, since August 2019, across 1 adviser firm.
What exams has Joshua Norris passed?
Joshua Norris passed the Series 65 in August 2019.
Where is Joshua Norris based?
Joshua Norris’ registered office is in Bloomington, IN.
Is Joshua Norris registered with FINRA?
No. Joshua Norris has no current broker registration.
How can I verify Joshua Norris’ record?
Search CRD 6569645 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Norris’ full registration record.
