Clifford Malings, financial advisor Chesterton IN

Clifford Malings

CRD Number: 5044575
Current Firm: Compass Financial Advisors LLC

Clifford Malings (CRD# 5044575) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Compass Financial Advisors Chesterton, IN Sep 2005 - Current 16
Fintegra, LLC Minneapolis, MN Oct 2007 - Jul 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Clifford L. Malings
Phone Number: 260-490-7878
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    210
    MILLIONS
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $255,355
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

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

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