Compass Financial Group

Compass Financial Group (CRD# 157109) is a financial advisory firm headquartered in Sioux Falls, SD. They manage $270,000,000 in 2,000 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    2,000
    ACCOUNTS
  • Average Account Value
    $135,000
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
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.

IA, MN, NE, SD

Financial Advisors at Compass Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Jesse D. Haller
CRD#: 5588123
4300 South Louise Ave., Suite 300, Sioux Falls, SD 57106
103
Wealthminder
score

Jesse Haller (CRD# 5588123) is an Investment Advisor Representative working at Compass Financial Group in Sioux Falls, SD and has over 12 years of experience in the finance industry.
 

Compass Financial Group has been doing business in the Sioux Falls area for over 35 years.  John and Jesse Haller are both Certified Financial Planners ( CFP®) and John 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.

2
Jasen D. Haller
CRD#: 6339663
4300 South Louise Ave., Suite 300, Sioux Falls, SD 57106
95
Wealthminder
score

Jasen Haller (CRD# 6339663) is an Investment Advisor Representative working at Compass Financial Group in Sioux Falls, SD and has 2 years of experience in the finance industry.
 

Compass Financial Group has been doing business in the Sioux Falls area for over 35 years.  John Haller is a Certified Financial Planner ( CFP®) and John 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.

3
John D. Haller
CRD#: 1945715
4300 South Louise Ave., Suite 300, Sioux Falls, SD 57106
93
Wealthminder
score

John Haller (CRD# 1945715) is an Investment Advisor Representative working at Compass Financial Group in Sioux Falls, SD and has over 28 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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