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Julie Kay Greer

COMPASS FINANCIAL SERVICES, INC.·WEST DES MOINES, Iowa
SIE, Series 6, Series 63Clean recordCOMPASS FINANCIAL SERVICES, INC.
4801 WESTOWN PARKWAY, WEST DES MOINES, IA 50266CRD# 4978605Firm CRD# 109441

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Kay Greer · WEST DES MOINES, IA
Registration
CRD #4978605 · COMPASS FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
COMPASS FINANCIAL SERVICES, INC.
CRD 109441 · SEC 801-118466
AUM
$288M
Regulatory assets under management
Employees
12
1,684 client accounts
Services offered by COMPASS FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COMPASS FINANCIAL SERVICES, INC. →
Introduction

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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 at COMPASS FINANCIAL SERVICES, INC.

Steven Anthony Conard
WEST DES MOINES, IA
CFP
Guy Allen Duane Leman
WEST DES MOINES, IA
CFP
Caleb Wellington Pearson
WEST DES MOINES, IA
Justin Edwin Van Houten
WEST DES MOINES, IA
Kurtis Scott Pearson
WEST DES MOINES, IA
CFP

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Nearby cities in Iowa
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Research
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