Unclaimed Profile

Gregory Lee Schoenfeld

COMPASS WEALTH ADVISORS, LLC·ELKHART, Indiana

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record19 years registeredCOMPASS WEALTH ADVISORS, LLC

100 S. MAIN ST., ELKHART, IN 46516-3122CRD# 3237974Firm CRD# 117129

Profile Verification

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

Identity

Gregory Lee Schoenfeld · ELKHART, IN

Registration

CRD #3237974 · COMPASS WEALTH ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMPASS WEALTH ADVISORS, LLC

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Jul 2017 – Oct 2022

ELKHART, IN

COMPASS WEALTH ADVISORS, LLC

Oct 2006 – Dec 2017

ELKHART, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · October 13, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS WEALTH ADVISORS, LLC

CRD 117129 · SEC 801-60956

AUM

$202M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Gregory Lee Schoenfeld offer?

Gregory Lee Schoenfeld specializes in Financial Planning, Investment Management, Wealth Management.

What are Gregory Lee Schoenfeld's credentials?

Gregory Lee Schoenfeld holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregory Lee Schoenfeld located?

Gregory Lee Schoenfeld is based in ELKHART, Indiana, last registered with COMPASS WEALTH ADVISORS, LLC.

How does Gregory Lee Schoenfeld charge for services?

Gregory Lee Schoenfeld'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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