Compass Capital Management Inc.

Compass Capital Management Inc. (CRD# 107823) is a financial advisory firm headquartered in Minneapolis, MN. They manage $819,420,780 in 775 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    819
    MILLION
  • Total Number of Accounts
    775
    ACCOUNTS
  • Average Account Value
    $1,057,317
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

AZ, CA, CO, MN, ND, NH, NY, SD, TX, WI

Financial Advisors at Compass Capital Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Mark A. Vitelli
CRD#: 2532017
400 Baker Bldg, 706 2nd Ave South, Minneapolis, MN 55402
96
Wealthminder
score

Mark Vitelli (CRD# 2532017) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 6 years of experience in the finance industry.

2
David M. Carlson
CRD#: 1027377
400 Baker Building, Minneapolis, MN 55402
93
Wealthminder
score

David Carlson (CRD# 1027377) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 21 years of experience in the finance industry.

3
Mark S. Halverson
CRD#: 4097793
400 Baker Bldg, 706 2nd Ave South, Minneapolis, MN 55402
93
Wealthminder
score

Mark Halverson (CRD# 4097793) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 10 years of experience in the finance industry.

4
Jay M. Jackley
CRD#: 2848785
400 Baker Bldg, 706 2nd Ave South, Minneapolis, MN 55402
93
Wealthminder
score

Jay Jackley (CRD# 2848785) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 19 years of experience in the finance industry.

5
Charles Kelley
CRD#: 2660411
400 Baker Building, Minneapolis, MN 55402
93
Wealthminder
score

Charles Kelley (CRD# 2660411) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 21 years of experience in the finance industry.

6
Christopher C. Kelley
CRD#: 5049750
400 Baker Bldg, 706 2nd Ave South, Minneapolis, MN 55402
93
Wealthminder
score

Christopher Kelley (CRD# 5049750) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 9 years of experience in the finance industry.

7
Leigh Niebuhr
CRD#: 6150598
400 Baker Bldg, 706 2nd Ave South, Minneapolis, MN 55402
93
Wealthminder
score

Leigh Niebuhr (CRD# 6150598) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 8 years of experience in the finance industry.

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