Jesse Haller, financial advisor Sioux Falls SD
100 score

Jesse Haller

CRD Number: 5588123
Current Firm: Compass Financial Group
Compensation Model: Fee Only

Jesse Haller (CRD# 5588123) is an Investment Advisor Representative working at Compass Financial Group in Sioux Falls, SD and has over 12 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.

CONTACT
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Company Name Location Dates Years
Regional Services Company Dbal Compass Financial Group Sioux Falls, SD Apr 2011 - Current 5
Rsc Financial Sioux Falls, SD May 2007 - Aug 2012 5
Brokersxpress Chicago, IL Aug 2005 - Aug 2012 7
South Dakota Army National Guard Madison, SD Feb 2005 - Feb 2011 6
South Dakota State University Brookings, SD Aug 1998 - May 2008 9
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Sep 2008
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Jesse D. Haller
Phone Number:
Registered State(s):
  • IA
  • MN
  • SD
By the Numbers
  • Total Assets Under Management
    270
    MILLIONS
  • Total Number of Accounts
    2,000
    ACCOUNTS
  • Average Account Value
    $135,000
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.

IA, MN, NE, SD

Firm Disclaimer:

​​Compass Financial Group IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SECURITIES PRODUCT OR SERVICE. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.

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BADGES
100
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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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