Home
›
Firms
›
COMPASS FINANCIAL SERVICES, INC.
COMPASS FINANCIAL SERVICES, INC.
COMPASS FINANCIAL SERVICES
WEST DES MOINES, Iowa
·
6 registered advisors
·
CRD# 109441
SEC# 801-118466
0
515-327-1020
01
Firm Overview
AUM
$288M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COMPASS FINANCIAL SERVICES, INC.
6 registered advisors
Caleb Wellington Pearson
WEST DES MOINES, Iowa
CRD# 5802474
Guy Allen Duane Leman
WEST DES MOINES, Iowa
CRD# 6191212
Julie Kay Greer
WEST DES MOINES, Iowa
CRD# 4978605
Justin Edwin Van Houten
WEST DES MOINES, Iowa
CRD# 7044437
Kurtis Scott Pearson
WEST DES MOINES, Iowa
CRD# 2075936
Steven Anthony Conard
WEST DES MOINES, Iowa
CRD# 4370333
05
Office Locations
WEST DES MOINES, Iowa
6 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. COMPASS FINANCIAL SERVICES, INC. (CRD# 109441) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.