Jasen Haller, financial advisor Sioux Falls SD
95 score

Jasen Haller

CRD Number: 6339663
Current Firm: Compass Financial Group
Compensation Model: Fee Only

Jasen Haller (CRD# 6339663) is an Investment Advisor Representative working at Compass Financial Group in Sioux Falls, SD and has 2 years of experience in the finance industry.

Compass Financial Group has been doing business in the Sioux Falls area for over 35 years.  John Haller is a Certified Financial Planner ( CFP®) and John 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.

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Company Name Location Dates Years
Compass Financial Group Sioux Falls, SD May 2015 - Current 1
Mayo Clinic Rochester, WY Jun 2012 - May 2015 2
Kelly Services Rochester, MN Nov 2011 - Jun 2012 < 1
Army National Guard Madison, SD Mar 2006 - Mar 2012 6
Full-time Education Madison, SD Aug 2000 - Jun 2011 10
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jun 2014
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Jasen D. Haller
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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.


Firm Disclaimer:

Investment Advisory Services are Offered Through Compass Financial Group – a Registered Investment Adviser. Securities Offered Through Variable Investment Advisors, Inc. – Member FINRA/SIPC. Offering Mutual Funds, Variable Products and Life Insurance.

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This advisor has a clean track record with regulators.

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