Compass Capital Management Inc.

Compass Capital Management Inc. (CRD# 107823) is a financial advisory firm headquartered in Minneapolis, MN. They manage $1,955,790,396 in 1,494 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
706 Second Avenue South, Suite 400, Minneapolis, MN 55402
https://linkedin.com/company/compass-capital-management-inc./
By the Numbers
  • Total Assets Under Management
    1,956
    MILLION
  • Total Number of Accounts
    1,494
    ACCOUNTS
  • Average Account Value
    $1,309,097
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, IA, IL, MI, MN, ND, NJ, NY, SD, TX, WI, WY

Financial Advisors at Compass Capital Management Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Mark Halverson, financial advisor Minneapolis MN
Mark S. Halverson
CRD#: 4097793
706 Second Avenue South, Suite 400, Minneapolis, MN 55402

Mark Halverson (CRD# 4097793) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 18 years of experience in the finance industry.

2
Jay Jackley, financial advisor Minneapolis MN
Jay M. Jackley
CRD#: 2848785
706 Second Avenue South, Suite 400, Minneapolis, MN 55402

Jay Jackley (CRD# 2848785) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 27 years of experience in the finance industry.

3
Charles Kelley, financial advisor Minneapolis MN
Charles Kelley
CRD#: 2660411
400 Baker Building, Minneapolis, MN 55402

Charles Kelley (CRD# 2660411) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 28 years of experience in the finance industry.

4
Christopher Kelley, financial advisor Minneapolis MN
Christopher C. Kelley
CRD#: 5049750
706 Second Avenue South, Suite 400, Minneapolis, MN 55402

Christopher Kelley (CRD# 5049750) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 16 years of experience in the finance industry.

5
Leigh Niebuhr, financial advisor Minneapolis MN
Leigh Niebuhr
CRD#: 6150598
706 Second Avenue South, Suite 400, Minneapolis, MN 55402

Leigh Niebuhr (CRD# 6150598) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 15 years of experience in the finance industry.

6
Mark Vitelli, financial advisor Minneapolis MN
Mark A. Vitelli
CRD#: 2532017
706 Second Avenue South, Suite 400, Minneapolis, MN 55402

Mark Vitelli (CRD# 2532017) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 14 years of experience in the finance industry.

7
Jennifer Horwath, financial advisor Minneapolis MN
Jennifer A. Horwath
CRD#: 7211410
706 Second Avenue South, Suite 400, Minneapolis, MN 55402

Jennifer Horwath (CRD# 7211410) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 2 years of experience in the finance industry.

8
Rachel Krube, financial advisor Minneapolis MN
Rachel R. Krube
CRD#: 7891509
706 Second Avenue South, Suite 400, Minneapolis, MN 55402

Rachel Krube (CRD# 7891509) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.

9
Christopher Nuth, financial advisor Minneapolis MN
Christopher Nuth
CRD#: 6671034
706 Second Avenue South, Suite 400, Minneapolis, MN 55402

Christopher Nuth (CRD# 6671034) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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