Lynn Fisel, financial advisor Chesterton IN

Lynn Fisel

CRD Number: 2074195
Current Firm: Compass Financial Advisors LLC

Lynn Fisel (CRD# 2074195) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Compass Financial Advisors Chesterton, IN Mar 1993 - Current 31
Securities America, Inc. La Vista, NE Sep 2015 - May 2016 < 1
Fintegra, LLC Minneapolis, MN Oct 2007 - Sep 2015 7
Gold Star Private Equity Valparaiso, IN Mar 1993 - Sep 2015 22
Soward-fisel Inc. Hebron, IN Jul 1977 - Sep 2015 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
Contact Info for Lynn R. Fisel
Phone Number: 260-490-7878
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    231
    MILLIONS
  • Total Number of Accounts
    730
    ACCOUNTS
  • Average Account Value
    $316,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

FL, IA, IL, IN, KY, MI, MN, NH, OH, TX

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