Compass Financial Management LLC

Compass Financial Management LLC (CRD# 156345) is a financial advisory firm headquartered in Tampa, FL. They manage $409,358,130 in 1,131 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
2422 W. Sunset Drive, Tampa, FL 33629
http://www.compassfmllc.com
By the Numbers
  • Total Assets Under Management
    409
    MILLION
  • Total Number of Accounts
    1,131
    ACCOUNTS
  • Average Account Value
    $361,944
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, LA, MA, MN, NC, NH, NJ, NY, OH, PR, SC, TN, TX, WY

Financial Advisors at Compass Financial Management LLC
Showing 1 - 10 of 14 top financial advisors.
1
John Daniels, financial advisor Sarasota FL
John G. Daniels
CRD#: 1791709
2100 Constitution Blvd., Ste. 113, Sarasota, FL 34231

John Daniels (CRD# 1791709) is an Investment Advisor Representative working at Compass Financial Management LLC in Sarasota, FL and has over 32 years of experience in the finance industry.

2
James Davenport, financial advisor Sarasota FL
James R. Davenport
CRD#: 5741283
1990 Main Street, Sarasota, FL 34236

James Davenport (CRD# 5741283) is an Investment Advisor Representative working at Compass Financial Management LLC in Sarasota, FL and has over 14 years of experience in the finance industry.

3
Kathryn Dennen, financial advisor Oxford CT
Kathryn A. Dennen
CRD#: 6174969
Oxford, CT

Kathryn Dennen (CRD# 6174969) is an Investment Advisor Representative working at Compass Financial Management LLC in Oxford, CT and has over 9 years of experience in the finance industry.

4
Joseph Dise, financial advisor Treasure Island FL
Joseph W. Dise
CRD#: 2299007
12200 5th Street E, Treasure Island, FL 33706
Joseph Dise (CRD# 2299007) is an Investment Advisor Representative working at Dise Wealth Management Incorporated in Treasure Island, FL and has over 26 years of experience in the finance industry.
5
Michael Ferrin, financial advisor Clemmons NC
Michael C. Ferrin
CRD#: 1774934
Clemmons, NC

Michael Ferrin (CRD# 1774934) is an Investment Advisor Representative working at Compass Financial Management LLC in Clemmons, NC and has over 15 years of experience in the finance industry.

6
Michael Lee, financial advisor New York NY
Michael T. Lee
CRD#: 4502893
New York, NY

Michael Lee (CRD# 4502893) is an Investment Advisor Representative working at Compass Financial Management LLC in New York, NY and has over 21 years of experience in the finance industry.

7
Sunil Misra, financial advisor Jacksonville FL
Sunil D. Misra
CRD#: 5617829
3000 Hartlet Rd. Ste. 5, Jacksonville, FL 32257

Sunil Misra (CRD# 5617829) is an Investment Advisor Representative working at Compass Financial Management LLC in Jacksonville, FL and has over 15 years of experience in the finance industry.

8
Frederick Mowery, financial advisor Allen TX
Frederick E. Mowery
CRD#: 1246802
1719 Angel Pkwy Ste 400-215, Allen, TX 75002

Frederick Mowery (CRD# 1246802) is an Investment Advisor Representative working at Compass Financial Management LLC in Allen, TX and has over 39 years of experience in the finance industry.

9
Steven Walstad, financial advisor Bloomington MN
Steven C. Walstad
CRD#: 1577424
8400 Normandal Lake Blvd #920, Bloomington, MN 55437

Steven Walstad (CRD# 1577424) is an Investment Advisor Representative working at Compass Financial Management LLC in Bloomington, MN and has over 27 years of experience in the finance industry.

10
Nathan Wilson, financial advisor Laramie WY
Nathan L. Wilson
CRD#: 3088187
2024 E. Binford St., Room 733-b, Laramie, WY 82072

Nathan Wilson (CRD# 3088187) is an Investment Advisor Representative working at Compass Financial Management LLC in Laramie, WY and has over 25 years of experience in the finance industry.

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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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