Jesse Haller, financial advisor Sioux Falls SD

Jesse Haller

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

Jesse Haller (CRD# 5588123) is an Investment Advisor Representative and owner at Compass Financial Group, a Registered Investment Adviser (RIA) in Sioux Falls, SD, and has over 15 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 all Certified Financial Planners (CFP®), John and Jesse are Chartered Financial Consultants (ChFC®), Jesse is a Retirement Income Certified Professional (RICP®), and Jesse and Jasen are Dave Ramsey SmartVestor Pros. 


Being an independent, SEC-Registered Investment Adviser (RIA) with more than $500 million under management, 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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Professional Designations
Company Name Location Dates Years
Regional Services Company Dbal Compass Financial Group Sioux Falls, SD Apr 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Jesse D. Haller
Phone Number: 605-338-7150
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • IA
  • LA
  • MN
  • MO
  • NE
  • ND
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    807
    MILLIONS
  • Total Number of Accounts
    2,300
    ACCOUNTS
  • Average Account Value
    $350,870
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, IA, IN, LA, MN, MO, MT, NC, ND, NE, NH, SD, TX, WA

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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Data verified by both the advisor and the public regulatory data.

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