Unclaimed Profile

Jasen David Haller

COMPASS FINANCIAL GROUP, INC·SIOUX FALLS, South Dakota

Clean recordCOMPASS FINANCIAL GROUP, INC

4300 SOUTH LOUISE AVE., SIOUX FALLS, SD 57106CRD# 6339663Firm CRD# 157109

Profile Verification

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

Identity

Jasen David Haller · SIOUX FALLS, SD

Registration

CRD #6339663 · COMPASS FINANCIAL GROUP, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jasen David Haller is a registered financial advisor based in SIOUX FALLS, South Dakota, affiliated with COMPASS FINANCIAL GROUP, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

COMPASS FINANCIAL GROUP, INC

AUM

$995M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPASS FINANCIAL GROUP, INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6339663

Firm CRD# 157109

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jasen David Haller offer?

Jasen David Haller specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SIOUX FALLS, South Dakota for a consultation.

What are Jasen David Haller's credentials?

Jasen David Haller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jasen David Haller located?

Jasen David Haller is based in SIOUX FALLS, South Dakota, working with COMPASS FINANCIAL GROUP, INC. Their office serves clients in the SIOUX FALLS metropolitan area and surrounding communities.

How does Jasen David Haller charge for services?

Jasen David Haller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPASS FINANCIAL GROUP, INC?

COMPASS FINANCIAL GROUP, INC has approximately 7 employees and manages $995M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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