Compass Financial Advisors LLC

Compass Financial Advisors LLC (CRD# 109131) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $230,847,427 in 730 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
9933 Dupont Circle Drive West, Suite 100, Fort Wayne, IN 46825
https://www.linkedin.com/company/compass-financial-advisors/about/
By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Compass Financial Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
James Bobos, financial advisor Chesterton IN
James J. Bobos
CRD#: 4387667
160 Rail Road, Suite 2, Chesterton, IN 46304

James Bobos (CRD# 4387667) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 22 years of experience in the finance industry.

2
Lynn Fisel, financial advisor Chesterton IN
Lynn R. Fisel
CRD#: 2074195
160 Rail Road, Suite 2, Chesterton, IN 46383

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.

3
Kurt Gutman, financial advisor Fort Wayne IN
Kurt A. Gutman
CRD#: 2839761
9933 West Dupont Circle Dr., Ste 100, Fort Wayne, IN 46825

Kurt Gutman (CRD# 2839761) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 27 years of experience in the finance industry.

4
Clifford Malings, financial advisor Chesterton IN
Clifford L. Malings
CRD#: 5044575
160 Rail Road, Suite 2, Chesterton, IN 46304

Clifford Malings (CRD# 5044575) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 18 years of experience in the finance industry.

5
Michael Simpson, financial advisor Fort Wayne IN
Michael H. Simpson
CRD#: 4223513
9933 Dupont Circle Drive West, Suite 100, Fort Wayne, IN 46825

Michael Simpson (CRD# 4223513) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.

6
Christopher Swanson, financial advisor Fort Wayne IN
Christopher J. Swanson
CRD#: 1233703
9933 Dupont Circle Drive West, Suite 100, Fort Wayne, IN 46825

Christopher Swanson (CRD# 1233703) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 40 years of experience in the finance industry.

7
James Weber, financial advisor Fort Wayne IN
James A. Weber
CRD#: 7054819
9933 Dupont Circle Drive West, Suite 100, Fort Wayne, IN 46825

James Weber (CRD# 7054819) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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