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
CFPChFC
Jesse David Haller
SIOUX FALLS, South Dakota
CFPChFC
John David Haller
SIOUX FALLS, South Dakota
CFPChFC
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.