Jasen Haller
CRD Number: 6339663Current Firm: Compass Financial Group, Inc.
Compensation Model: Both
Jasen Haller (CRD# 6339663) is an Investment Advisor Representative working at Compass Financial Group in Sioux Falls, SD and has 6 years of experience in the finance industry.
Compass Financial Group has been doing business in the Sioux Falls area for over 35 years. John, Jesse, and Jasen Haller are CERTIFIED FINANCIAL PLANNER™ ( CFP®) certificants and Jasen 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.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mayo Clinic | Rochester, MN | Jun 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- AZ
- CA
- CO
- IA
- MN
- NE
- NC
- ND
- SD
- TX
- WA
-
Total Assets Under Management807MILLIONS
-
Total Number of Accounts2,300ACCOUNTS
-
Average Account Value$350,870
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CO, FL, IA, IN, LA, MN, MO, MT, NC, ND, NE, NH, SD, TX, WA
Investment Advisory Services are Offered Through Compass Financial Group – a Registered Investment Adviser.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.