Unclaimed Profile

Jesse David Haller

COMPASS FINANCIAL GROUP, INC·SIOUX FALLS, South Dakota

SIE, Series 7, Series 66CFP ChFCClean record17 years registeredCOMPASS FINANCIAL GROUP, INC

4300 SOUTH LOUISE AVE., SIOUX FALLS, SD 57106CRD# 5588123Firm CRD# 157109

Profile Verification

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

Identity

Jesse David Haller · SIOUX FALLS, SD

Registration

CRD #5588123 · COMPASS FINANCIAL GROUP, INC · 17 years registered

Brand Profile

Not yet started

Career History

COMPASS FINANCIAL GROUP, INC

Apr 2016 – present

COMPASS FINANCIAL GROUP

May 2011 – Dec 2015

SIOUX FALLS, SD

BROKERSXPRESS LLC

Nov 2008 – Aug 2012

SIOUX FALLS, SD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 14, 2008

Years registered · 17

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS FINANCIAL GROUP, INC

CRD 157109 · SEC 801-76392

AUM

$995M

Regulatory assets under management

Employees

2,385 client accounts

Services offered by COMPASS FINANCIAL GROUP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COMPASS FINANCIAL GROUP, INC →

Introduction

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Frequently Asked Questions

What services does Jesse David Haller offer?

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

What are Jesse David Haller's credentials?

Jesse David Haller holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jesse David Haller located?

Jesse 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 Jesse David Haller charge for services?

Jesse 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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