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Guy Allen Duane Leman

COMPASS FINANCIAL SERVICES, INC.·WEST DES MOINES, Iowa
Unclaimed Profile
4801 WESTOWN PARKWAY, WEST DES MOINES, IA 50266CRD# 6191212Firm CRD# 109441
01

About

Guy Allen Duane Leman is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with COMPASS FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPASS FINANCIAL SERVICES, INC.
COMPASS FINANCIAL SERVICES
AUM
$288M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at COMPASS FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6191212
Firm CRD# 109441
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Guy Allen Duane Leman offer?
Guy Allen Duane Leman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Guy Allen Duane Leman's credentials?
Guy Allen Duane Leman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Guy Allen Duane Leman located?
Guy Allen Duane Leman is based in WEST DES MOINES, Iowa, working with COMPASS FINANCIAL SERVICES, INC.. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Guy Allen Duane Leman charge for services?
Guy Allen Duane Leman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPASS FINANCIAL SERVICES, INC.?
COMPASS FINANCIAL SERVICES, INC. has approximately 12 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Iowa
DES MOINES (164)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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