Compass Financial Group, Inc.
Compass Financial Group, Inc. (CRD# 157109) is a financial advisory firm headquartered in Sioux Falls, SD. They manage $807,000,000 in 2,300 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management807MILLION
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Total Number of Accounts2,300ACCOUNTS
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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
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.
Jasen Haller (CRD# 6339663) is an Investment Advisor Representative working at Compass Financial Group in Sioux Falls, SD and has 6 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 CERTIFIED FINANCIAL PLANNER™ ( CFP®) certificants and Jasen and Jesse Haller are both Dave Ramsey's Endorsed Local Providers (ELP).
Being an independent Registered Investment Advisor(RIA), 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.
Jose Addink (CRD# 7704684) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Sioux Falls, SD and has over 4 years of experience in the finance industry.
Ezekiel Klosterman (CRD# 7535183) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Sioux Falls, SD and has over 2 years of experience in the finance industry.
Caleb Shives (CRD# 7145066) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Sioux Falls, SD and has over 4 years of experience in the finance industry.
Ashley Tucker (CRD# 7416907) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Sioux Falls, SD and has over 2 years of experience in the finance industry.