Advisors at this firm
David M
Series 63, Series 65
Cicero, IN
Comprehensive Financial Consultants
David Mcgill is a financial advisor with Comprehensive Financial Consultants in Cicero, Indiana, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Parkland Securities, LLC and Sigma Planning Corporation. Outside of advising, he serves as Director of Aviation for Central Indiana Aviation Mission, which provides medical and disaster-related air transportation. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering tailored financial planning and discretionary portfolio management based on client goals and risk tolerance. The firm employs strategies such as asset allocation and technical analysis and provides ongoing account monitoring and rebalancing.
Christian M
CFP®, ChFC®, Series 66
Cicero, IN
Comprehensive Financial Consultants
Christian Mc Gill is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Comprehensive Financial Consultants. His background includes roles at CSI Advisory Services and multiple positions at Taylor University. Outside of finance, he is involved in livestock operations, owning and managing a livestock business and serving as treasurer and part-owner of an organization that operates a national registry for Kiko goats. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering customized financial planning and discretionary portfolio management. The firm uses proprietary model portfolios and a variety of investment strategies to build and monitor client accounts, including held-away retirement assets through third-party platforms.
Dallas B
Series 65
Cicero, IN
Comprehensive Financial Consultants
Dallas Baltz is a financial advisor at Comprehensive Financial Consultants with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Stratus Building Solutions of Indianapolis and Orthodynamics Company, Inc. Outside of financial services, he has been involved with Harbour Trees Golf & Beach Club for several years. Comprehensive Financial Consultants serves individuals—including high-net-worth clients—corporations, charities, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using proprietary models, and retirement plan consulting, employing strategies such as asset allocation, tactical asset allocation, and modern portfolio theory.
Noah W
Series 65
Cicero, IN
Comprehensive Financial Consultants