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 19 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 22 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 32 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 9 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 26 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 11 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 16 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 10 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 18 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 2 years of experience in the finance industry.

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