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Julie Kay Greer

COMPASS FINANCIAL SERVICES, INC.·WEST DES MOINES, Iowa
Unclaimed Profile
4801 WESTOWN PARKWAY, WEST DES MOINES, IA 50266CRD# 4978605Firm CRD# 109441
01

About

Julie Kay Greer 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# 4978605
Firm CRD# 109441
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Kay Greer offer?
Julie Kay Greer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Julie Kay Greer's credentials?
Julie Kay Greer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Kay Greer located?
Julie Kay Greer 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 Julie Kay Greer charge for services?
Julie Kay Greer'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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Other advisors in WEST DES MOINES
Beth L Stokes — INVESTMENT ADVISORS CORPBrian Fitzgerald Boyle — BOYLE CAPITAL MANAGEMENT, L.L.C.Edward Benedict Wright — INVESTMENT ADVISORS CORPDavid Wayne Miles — MANCHESTERSTORY FUND MANAGEMENT, LPBarbara Ellen Bennett — INVESTMENT ADVISORS CORP
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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