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Deborah Arlene Dehoff

COMPASS WEALTH ADVISORS, LLC·ELKHART, Indiana
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record19 years registeredCOMPASS WEALTH ADVISORS, LLC
100 S. MAIN ST., ELKHART, IN 46516-3122CRD# 2284174Firm CRD# 117129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Deborah Arlene Dehoff · ELKHART, IN
Registration
CRD #2284174 · COMPASS WEALTH ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

UNITED CAPITAL FINANCIAL ADVISORS
Jul 2017 – present
COMPASS WEALTH ADVISORS, LLC
Oct 2006 – Dec 2017
ELKHART, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · October 13, 2006
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COMPASS WEALTH ADVISORS, LLC
CRD 117129 · SEC 801-60956
AUM
$202M
Regulatory assets under management
Employees
4
1,218 client accounts
Services offered by COMPASS WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COMPASS WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Deborah Arlene Dehoff offer?
Deborah Arlene Dehoff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELKHART, Indiana for a consultation.
What are Deborah Arlene Dehoff's credentials?
Deborah Arlene Dehoff holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Deborah Arlene Dehoff located?
Deborah Arlene Dehoff is based in ELKHART, Indiana, working with COMPASS WEALTH ADVISORS, LLC. Their office serves clients in the ELKHART metropolitan area and surrounding communities.
How does Deborah Arlene Dehoff charge for services?
Deborah Arlene Dehoff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPASS WEALTH ADVISORS, LLC?
COMPASS WEALTH ADVISORS, LLC has approximately 4 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMPASS WEALTH ADVISORS, LLC

Gregory Lee Schoenfeld
ELKHART, IN
CFP

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