Jasen HallerCRD 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.
Elgethun Capital Management
Compass Financial Group
|Compass Financial Group||Sioux Falls, SD||May 2015 - Current||2|
|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|
Total Assets Under Management270MILLIONS
Total Number of Accounts2,000ACCOUNTS
Average Account Value$135,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
IA, MN, NE, SD
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.