Compass Advisory Partners LLC

Compass Advisory Partners LLC (CRD# 119377) is a financial advisory firm headquartered in Cookeville, TN. They manage $127,044,680 in 2,022 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    2,022
    ACCOUNTS
  • Average Account Value
    $62,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

FL, KY, LA, TN, TX, VA

Financial Advisors at Compass Advisory Partners LLC
Showing 1 - 9 of 9 top financial advisors.
1
Stephanie M. Ballard
CRD#: 4584979
1151 A South Willow Avenue, Cookeville, TN 38506
93
Wealthminder
score

Stephanie Ballard (CRD# 4584979) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 10 years of experience in the finance industry.

2
Travis W. Giffey
CRD#: 5078459
480 One Place, Cookeville, TN 38506
93
Wealthminder
score

Travis Giffey (CRD# 5078459) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 12 years of experience in the finance industry.

3
John B. Kent
CRD#: 4467014
1820 Memorial Dr., Suite 201, Clarksville, TN 37043
93
Wealthminder
score

John Kent (CRD# 4467014) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Clarksville, TN and has over 16 years of experience in the finance industry.

4
William E. Webb
CRD#: 4870636
213 Overlook Circle A-1, Brentwood, TN 37027
93
Wealthminder
score

William Webb (CRD# 4870636) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Brentwood, TN and has over 10 years of experience in the finance industry.

5
James A. Welck
CRD#: 807241
Brentwood, TN
93
Wealthminder
score

James Welck (CRD# 807241) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Brentwood, TN and has over 23 years of experience in the finance industry.

6
David K. Stites
CRD#: 6432834
480 One Eleven Place, Cookeville, TN 38056
90
Wealthminder
score

David Stites (CRD# 6432834) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 3 years of experience in the finance industry.

7
Chris H. Wakefield
CRD#: 6189941
25 West Broad St, Ste 7, Cookeville, TN 38501
90
Wealthminder
score

Chris Wakefield (CRD# 6189941) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 4 years of experience in the finance industry.

8
Jeremy T. Corley
CRD#: 3074244
1820 Memorial Dr., Suite 201, Clarksville, TN 37043
83
Wealthminder
score

Jeremy Corley (CRD# 3074244) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Clarksville, TN and has over 18 years of experience in the finance industry.

9
John B. Marshall
CRD#: 2543761
Nashville, TN
83
Wealthminder
score

John Marshall (CRD# 2543761) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Nashville, TN and has over 23 years of experience in the finance industry.

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