Rodney Holloway has been Shareholder of Comprehensive Financial Consultants Institutional since May 2009, is not listed as a control person, but directly owns between 5% and 10% of the firm.
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.
Rod Holloway is Vice President and Equity Portfolio Manager for Comprehensive Financial Consultants, Inc., a Bloomington, Indiana financial planning firm. He oversees the CFCI Investment Management division, where he is Chief Investment Officer, and manages the equity portfolios for CFCI clients. Before joining the firm he spent three years in the banking sector, and his experience covers mutual funds, ETFs, stocks and bonds as well as options strategies.
Rodney Holloway’s longest registration is the current one, 22 years at Comprehensive Financial Consultants Institutional since 2004. Before joining Comprehensive Financial Consultants Institutional in 2004, Rodney Holloway was registered through SPC and FSC Securities Corporation.
- SPC– · 3 yearsBloomington, IN · Adviser representative · Firm CRD 110692
- FSC Securities Corporation– · under a yearBloomington, IN · Adviser representative · Firm CRD 7461
Investment adviser representative registrations
Rodney Holloway is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2004; the most recent is Texas, in September 2015.
- IndianaSince 18 June 2004
- TexasResidentSince 30 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 62 | Corporate Securities Limited Representative Examination | 27 March 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 April 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 March 1996 |
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Rodney Lee Holloway
- CRD
- 2725803
- Firm
- Comprehensive Financial Consultants Institutional · CRD 128257
- Role
- Shareholder
- Office
- 674 S. COLLEGE AVE, Bloomington, IN 47403
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cfci.us
Where does Rodney Holloway work?
Rodney Holloway has been Shareholder of Comprehensive Financial Consultants Institutional, Inc. since May 2009.
Is Rodney Holloway a financial advisor?
Yes. Rodney Holloway has a current investment-adviser registration in Indiana and Texas, through Comprehensive Financial Consultants Institutional since June 2004.
How many years of experience does Rodney Holloway have?
Rodney Holloway has 24 years in the financial industry, since May 2002, across 3 adviser firms.
What exams has Rodney Holloway passed?
Rodney Holloway has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 62. The earliest, the Series 6, was passed in March 1996.
Where did Rodney Holloway work before Comprehensive Financial Consultants Institutional?
Before Comprehensive Financial Consultants Institutional, Rodney Holloway was registered through FSC Securities Corporation, April 2002 to November 2002.
Where is Rodney Holloway based?
Rodney Holloway’s registered office is in Bloomington, IN.
Is Rodney Holloway registered with FINRA?
No. Rodney Holloway has no current broker registration.
How can I verify Rodney Holloway’s record?
Search CRD 2725803 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rodney Holloway’s full registration record.
