COMPASS FINANCIAL GROUP, INC

SIOUX FALLS, South Dakota·3 registered advisors·CRD# 157109
SEC# 801-763920605-338-7150
01

Firm Overview

AUM
$995M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at COMPASS FINANCIAL GROUP, INC

3 registered advisors
Jasen David Haller
SIOUX FALLS, South Dakota
Jesse David Haller
SIOUX FALLS, South Dakota
John David Haller
SIOUX FALLS, South Dakota
05

Office Locations

SIOUX FALLS, South Dakota
3 advisors

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Data sourced from SEC Form ADV filings. COMPASS FINANCIAL GROUP, INC (CRD# 157109) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.