Compass Financial Advisors LLC

Compass Financial Advisors LLC (CRD# 109131) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $189,756,792 in 995 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    995
    ACCOUNTS
  • Average Account Value
    $190,710
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Compass Financial Advisors LLC
Showing 1 - 10 of 10 top financial advisors.
1
James J. Bobos
CRD#: 4387667
Valparaiso, IN 46383

James Bobos (CRD# 4387667) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Valparaiso, IN and has over 18 years of experience in the finance industry.

2
Ian C. Dick
CRD#: 4648239
Fort Wayne, IN 46825

Ian Dick (CRD# 4648239) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 15 years of experience in the finance industry.

3
William E. Dick
CRD#: 831408
Fort Wayne, IN 46825

William Dick (CRD# 831408) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 35 years of experience in the finance industry.

4
Lynn R. Fisel
CRD#: 2074195
Valparaiso, IN 46383

Lynn Fisel (CRD# 2074195) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Valparaiso, IN and has over 29 years of experience in the finance industry.

5
Kurt A. Gutman
CRD#: 2839761
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 22 years of experience in the finance industry.

6
Gene R. Hamstra
CRD#: 6288083
Fort Wayne, IN 46825

Gene Hamstra (CRD# 6288083) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 6 years of experience in the finance industry.

7
Clifford L. Malings
CRD#: 5044575
Valparaiso, IN 46383

Clifford Malings (CRD# 5044575) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Valparaiso, IN and has over 14 years of experience in the finance industry.

8
Bruce A. Patterson
CRD#: 837338
Fort Wayne, IN 46805

Bruce Patterson (CRD# 837338) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 25 years of experience in the finance industry.

9
Christopher J. Swanson
CRD#: 1233703
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 36 years of experience in the finance industry.

10
Kim D. Wooden
CRD#: 3073838
Granger, IN 46530

Kim Wooden (CRD# 3073838) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Granger, IN and has over 21 years of experience in the finance industry.

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