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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jesse Haller (CRD# 5588123) is an Investment Advisor Representative and owner at Compass Financial Group, a Registered Investment Adviser (RIA) in Sioux Falls, SD, and has over 15 years of experience in the finance industry.
Compass Financial Group has been doing business in the Sioux Falls area for over 35 years. John, Jesse, and Jasen Haller are all Certified Financial Planners (CFP®), John and Jesse are Chartered Financial Consultants (ChFC®), Jesse is a Retirement Income Certified Professional (RICP®), and Jesse and Jasen are Dave Ramsey SmartVestor Pros.
Being an independent, SEC-Registered...
Brian Aamlid (CRD# 6868599) is an Investment Advisor Representative working at Cwm, LLC in Sioux Falls, SD and has over 6 years of experience in the finance industry.
Jeanne Abraham (CRD# 2610909) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sioux Falls, SD and has over 27 years of experience in the finance industry.
Jeremy Anderson (CRD# 6491811) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sioux Falls, SD and has over 8 years of experience in the finance industry.
Brock Anshutz (CRD# 5157894) is an Investment Advisor Representative working at Edward Jones in Sioux Falls, SD and has over 17 years of experience in the finance industry.
Wendy Aspaas (CRD# 2378043) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sioux Falls, SD and has over 30 years of experience in the finance industry.
Patrick Baird (CRD# 6763818) is an Investment Advisor Representative working at Elgethun Capital Management in Sioux Falls, SD and has over 7 years of experience in the finance industry.
John Barker (CRD# 5761066) is the President and Owner of Elgethun Capital Management in Sioux Falls, SD and has over 10 years of experience in the finance industry.
Elgethun Capital Management, Inc., founded in 2003, is an SEC-Registered Investment Advisory (RIA) firm with more than $360 million in assets under management/advisement, as of June, 2016. ECM manages assets for high-net-worth individuals and institutional clients, including: trusts, foundations, endowments, pensions, and defined contribution (401k) plans.
Donald Baron (CRD# 6924618) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Sioux Falls, SD and has over 5 years of experience in the finance industry.
Chad Belitz (CRD# 4283473) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sioux Falls, SD and has over 23 years of experience in the finance industry. Chad Belitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.