Jesse HallerCRD 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 and Jesse Haller are both Certified Financial Planners ( 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Regional Services Company Dbal Compass Financial Group||Sioux Falls, SD||Apr 2011 - Current||6|
|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|
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
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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