Unclaimed Profile

Michael John Markowski

COMPASS FINANCIAL MANAGEMENT LLC·TAMPA, Florida

SIE, Series 7, Series 24, Series 63, Series 6520 years registeredCOMPASS FINANCIAL MANAGEMENT LLC

2422 W. SUNSET DRIVE, TAMPA, FL 33629CRD# 2671573Firm CRD# 156345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael John Markowski · TAMPA, FL

Registration

CRD #2671573 · COMPASS FINANCIAL MANAGEMENT LLC · 20 years registered

Brand Profile

Not yet started

Career History

COMPASS FINANCIAL MANAGEMENT LLC

Jul 2018 – present

MARKOWSKI INVESTMENTS

Jun 2013 – present

WESTMINSTER FINANCIAL ADVISORY CORP

Dec 2005 – Jan 2007

DAYTON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 13, 2005

Years registered · 20

Disclosure History

1997Customer Dispute·Closed-No Action

1997Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COMPASS FINANCIAL MANAGEMENT LLC

CRD 156345 · SEC 801-118185

AUM

$409M

Regulatory assets under management

Employees

1,131 client accounts

Services offered by COMPASS FINANCIAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPASS FINANCIAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Michael John Markowski offer?

Michael John Markowski specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TAMPA, Florida for a consultation.

What are Michael John Markowski's credentials?

Michael John Markowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael John Markowski located?

Michael John Markowski is based in TAMPA, Florida, working with COMPASS FINANCIAL MANAGEMENT LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Michael John Markowski charge for services?

Michael John Markowski's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPASS FINANCIAL MANAGEMENT LLC?

COMPASS FINANCIAL MANAGEMENT LLC has approximately 20 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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