John McKissickCRD 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 33 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.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Compass Wealth Advisors||Elkhart, IN||Jul 2013 - Current||3|
|Harbour Investments, Inc.||Madison, WI||Jun 2013 - Current||3|
|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|
Total Assets Under Management171MILLIONS
Total Number of Accounts965ACCOUNTS
Average Account Value$176,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, IN, MI, TX
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