Compass Financial Services

Compass Financial Services (CRD# 109441) is a financial advisory firm headquartered in West Des Moines, IA. They manage $288,212,009 in 1,684 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4801 Westown Parkway, West Des Moines, IA 50266
https://www.linkedin.com/company/compassfinancialservices
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    1,684
    ACCOUNTS
  • Average Account Value
    $171,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IA, MN, TX, WI

Financial Advisors at Compass Financial Services
Showing 1 - 4 of 4 top financial advisors.
1
Michele Bjorkgren, financial advisor West Des Moines IA
Michele A. Bjorkgren
CRD#: 4578500
4801 Westown Parkway, West Des Moines, IA 50266

Michele Bjorkgren (CRD# 4578500) is an Investment Advisor Representative working at Compass Financial Services in West Des Moines, IA and has over 15 years of experience in the finance industry.

2
Steven Conard, financial advisor West Des Moines IA
Steven A. Conard
CRD#: 4370333
4801 Westown Parkway, West Des Moines, IA 50266

Steven Conard (CRD# 4370333) is an Investment Advisor Representative working at Compass Financial Services in West Des Moines, IA and has over 22 years of experience in the finance industry.

3
Alan Hulstein, financial advisor West Des Moines IA
Alan D. Hulstein
CRD#: 7349864
4801 Westown Parkway, West Des Moines, IA 50266

Alan Hulstein (CRD# 7349864) is an Investment Advisor Representative working at Compass Financial Services in West Des Moines, IA and has 1 year of experience in the finance industry.

4
Justin Van Houten, financial advisor West Des Moines IA
Justin E. Van Houten
CRD#: 7044437
4801 Westown Parkway, West Des Moines, IA 50266

Justin Van Houten (CRD# 7044437) is an Investment Advisor Representative working at Compass Financial Services in West Des Moines, IA and has over 4 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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