Compass Financial Advisors LLC

Compass Financial Advisors LLC (CRD# 109131) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $157,465,305 in 1,242 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    1,242
    ACCOUNTS
  • Average Account Value
    $126,784
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
  • Pension consulting services
  • 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, IA, IL, IN, KY, MI, MN, NC, OH

Financial Advisors at Compass Financial Advisors LLC
Showing 1 - 10 of 15 top financial advisors.
1
Kurt A. Gutman
CRD#: 2839761
9933 West Dupont Circle Dr., Ste 100, Fort Wayne, IN 46825
98
Wealthminder
score

Kurt Gutman (CRD# 2839761) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 20 years of experience in the finance industry.

2
Bruce A. Patterson
CRD#: 837338
3400 East Coliseum Blvd, Ste 220, Fort Wayne, IN 46805
96
Wealthminder
score

Bruce Patterson (CRD# 837338) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.

3
William E. Dick
CRD#: 831408
9933 Dupont Circle Drive West, Suite 100, Fort Wayne, IN 46825
93
Wealthminder
score

William Dick (CRD# 831408) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 33 years of experience in the finance industry.

4
Blake F. Emett
CRD#: 5223245
9933 Dupont Circle Drive West, Suite 100, Fort Wayne, IN 46825
93
Wealthminder
score

Blake Emett (CRD# 5223245) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 10 years of experience in the finance industry.

5
Lynn R. Fisel
CRD#: 2074195
2803 Boilermaker Ct Ste 1b, Valparaiso, IN 46383
93
Wealthminder
score

Lynn Fisel (CRD# 2074195) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Valparaiso, IN and has over 27 years of experience in the finance industry.

6
Clifford L. Malings
CRD#: 5044575
2803 Boilermaker Court, Suite 1b, Valparaiso, IN 46383
93
Wealthminder
score

Clifford Malings (CRD# 5044575) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Valparaiso, IN and has over 12 years of experience in the finance industry.

7
Michael H. Simpson
CRD#: 4223513
Fort Wayne, IN
93
Wealthminder
score

Michael Simpson (CRD# 4223513) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 17 years of experience in the finance industry.

8
Kiley H. Wood
CRD#: 5140013
2803 Boilermaker Court, Suite 1b, Valparaiso, IN 46383
93
Wealthminder
score

Kiley Wood (CRD# 5140013) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Valparaiso, IN and has over 11 years of experience in the finance industry.

9
Kim D. Wooden
CRD#: 3073838
6910 N Main St, 14a, Granger, IN 46530
93
Wealthminder
score

Kim Wooden (CRD# 3073838) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Granger, IN and has over 19 years of experience in the finance industry.

10
Gene R. Hamstra
CRD#: 6288083
9933 Dupont Circle Drive West, Suite 100, Fort Wayne, IN 46825
89
Wealthminder
score

Gene Hamstra (CRD# 6288083) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.