Unclaimed Profile

Julie Kay Greer

COMPASS FINANCIAL SERVICES, INC.·WEST DES MOINES, Iowa

Clean 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

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COMPASS FINANCIAL SERVICES, INC.

COMPASS FINANCIAL SERVICES

AUM

$288M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPASS FINANCIAL SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4978605

Firm CRD# 109441

View on FINRA BrokerCheck →

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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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