Jesse Haller
CRD Number: 5588123Current Firm: Compass Financial Group, Inc.
Compensation Model: Fee Only
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 Investment Adviser (RIA) with more than $500 million under management, we can hand-pick the best products and investments for your financial needs. We are not locked into proprietary products and have no loyalty to anyone other than our clients.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
CRD# 6915920
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Regional Services Company Dbal Compass Financial Group | Sioux Falls, SD | Apr 2011 - Current | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- AZ
- CA
- CO
- FL
- IA
- LA
- MN
- MO
- NE
- ND
- SD
- TX
-
Total Assets Under Management807MILLIONS
-
Total Number of Accounts2,300ACCOUNTS
-
Average Account Value$350,870
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CO, FL, IA, IN, LA, MN, MO, MT, NC, ND, NE, NH, SD, TX, WA
Compass Financial Group IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SECURITIES PRODUCT OR SERVICE. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.
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