Compass Financial Group, Inc.

Compass Financial Group, Inc. (CRD# 157109) is a financial advisory firm headquartered in Sioux Falls, SD. They manage $807,000,000 in 2,300 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
4300 South Louise Ave., Suite 300, Sioux Falls, SD 57106
http://www.compassfin.net
By the Numbers
  • Total Assets Under Management
    807
    MILLION
  • Total Number of Accounts
    2,300
    ACCOUNTS
  • Average Account Value
    $350,870
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, IA, IN, LA, MN, MO, MT, NC, ND, NE, NH, SD, TX, WA

Financial Advisors at Compass Financial Group, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jesse Haller, financial advisor Sioux Falls SD
Jesse D. Haller
CRD#: 5588123
4300 South Louise Ave., Suite 300, Sioux Falls, SD 57106

Jesse Haller (CRD# 5588123) is an Investment Advisor Representative and owner at Compass Financial Group, a Registered Investment Adviser (RIA) in Sioux Falls, SD, and has over 15 years of experience in the finance industry.
 

Compass Financial Group has been doing business in the Sioux Falls area for over 35 years.  John, Jesse, and Jasen Haller are all Certified Financial Planners (CFP®), John and Jesse are Chartered Financial Consultants (ChFC®), Jesse is a Retirement Income Certified Professional (RICP®), and Jesse and Jasen are Dave Ramsey SmartVestor Pros. 


Being an independent, SEC-Registered Investment Adviser (RIA) with more than $500 million under management, we can hand-pick the best products and investments for your financial needs.  We are not locked into proprietary products and have no loyalty to anyone other than our clients.

2
John Haller, financial advisor Sioux Falls SD
John D. Haller
CRD#: 1945715
4300 South Louise Ave., Suite 300, Sioux Falls, SD 57106
John Haller (CRD# 1945715) is an Investment Advisor Representative working at Compass Financial Group in Sioux Falls, SD and has over 27 years of experience in the finance industry. John Haller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
3
Jasen Haller, financial advisor Sioux Falls SD
Jasen D. Haller
CRD#: 6339663
4300 South Louise Ave., Suite 300, Sioux Falls, SD 57106

 Jasen Haller (CRD# 6339663) is an Investment Advisor Representative working at Compass Financial Group in Sioux Falls, SD and has 6  years of experience in the finance industry.
 

Compass Financial Group has been doing business in the Sioux Falls area for over 35 years.  John, Jesse, and Jasen Haller are CERTIFIED FINANCIAL PLANNER™ ( CFP®) certificants and Jasen and Jesse Haller are both Dave Ramsey's Endorsed Local Providers (ELP). 


Being an independent Registered Investment Advisor(RIA), we can hand-pick the best products and investments for your financial needs.  We are not locked into proprietary products and have no loyalty to anyone other than our clients.

4
Jose Addink, financial advisor Sioux Falls SD
Jose Addink
CRD#: 7704684
4300 South Louise Ave., Suite 300, Sioux Falls, SD 57106

Jose Addink (CRD# 7704684) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Sioux Falls, SD and has over 4 years of experience in the finance industry.

5
Ezekiel Klosterman, financial advisor Sioux Falls SD
Ezekiel M. Klosterman
CRD#: 7535183
4300 South Louise Ave., Suite 300, Sioux Falls, SD 57106

Ezekiel Klosterman (CRD# 7535183) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Sioux Falls, SD and has over 2 years of experience in the finance industry.

6
Caleb Shives, financial advisor Sioux Falls SD
Caleb B. Shives
CRD#: 7145066
4300 South Louise Ave., Suite 300, Sioux Falls, SD 57106

Caleb Shives (CRD# 7145066) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Sioux Falls, SD and has over 4 years of experience in the finance industry.

7
Ashley Tucker, financial advisor Sioux Falls SD
Ashley M. Tucker
CRD#: 7416907
4300 South Louise Ave., Suite 300, Sioux Falls, SD 57106

Ashley Tucker (CRD# 7416907) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Sioux Falls, SD and has over 2 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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