Clifford Malings (CRD# 5044575) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Chesterton, IN and has over 18 years of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Financial Advisors | Chesterton, IN | Sep 2005 - Current | 18 |
| Fintegra, LLC | Minneapolis, MN | Oct 2007 - Jul 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2005 |
- IN
-
Total Assets Under Management231MILLIONS
-
Total Number of Accounts730ACCOUNTS
-
Average Account Value$316,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, IA, IL, IN, KY, MI, MN, NH, OH, TX
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