John McKissick, financial advisor Elkhart IN
96 score

John McKissick

CRD Number: 1105822
Current Firm: Compass Wealth Advisors, LLC

John McKissick (CRD# 1105822) is an Investment Advisor Representative working at Compass Wealth Advisors, LLC in Elkhart, IN and has over 34 years of experience in the finance industry. John McKissick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Compass Wealth Advisors Elkhart, IN Jul 2013 - Current 4
Harbour Investments, Inc. Madison, WI Jun 2013 - Current 4
United Federal Credit Union Buchanan, MI Aug 2012 - May 2013 < 1
Cuso Financial Services, LP San Diego, CA Jun 2012 - May 2013 < 1
Fifth Third Securities La Porte, IN Aug 2011 - Jun 2012 < 1
Lpl Financial Granger, IN Dec 2010 - Aug 2011 < 1
Primevest Financial Services St. Cloud, MN May 2004 - Dec 2010 6
Lake City Bank Elkhart, IN May 2004 - Dec 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for John W. McKissick
Phone Number: 574-522-3738
Firm Website:
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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