Compass Financial Advisors
Financial Services
United States
17 employees
- Employees
- 17
- Contacts
- 2
- Emails
- 2
Compass Financial Advisors Overview
- Headquarters
- United States
- Website
- compassadvisor.com
- Industry
- Financial Services
- Employees
- 17
- Founded
- 2005
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Compass Financial Advisors
At Compass Financial Advisors, we have a very clear mission: Help clients understand and manage the pieces of their financial puzzle to pursue their financial goals through highly-individualized Wealth Management services. A holistic view. We take a comprehensive, strategic view of your financial landscape and examine how the various pieces fit together and impact one another. Independent. Our advice is not influenced by corporate or external affiliation. Our investment management services are strictly fee-based, eliminating most conflicts of interest. Our client's needs are our singular focus. Our independence means we are not wed to proprietary products or platforms. Our goal is to deliver customized wealth management strategies to fit the needs of each client. Experienced. Compass Financial Advisors represents more than 60 years of financial industry experience and expertise covering the four corners of Wealth Management: Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services. Specialized. Our goal is to provide customized, sophisticated and highly effective strategies for high net worth individuals, private business owners, endowments, and foundations. Accessible. We believe communication is key to the success of any relationship. We also believe that client loyalty is what builds a successful business. Virtually all of our business growth has come through client and professional referrals. Securities offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport IA 52807 (563)326-2064. Member FINRA/SPIC. Advisory services offered through Compass Financial Advisors, LLC. Compass Financial Advisors, LLC & Ausdal Financial Partners are independently owned/ operated and are separate entities.
Compass Financial Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
Compass Financial Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| James Weber Apma, Mba, Ms | Investment Advisor Representative |
View
|
|
| Tricia Hoopingarner | Office Manager - Customer Success @ Compass Financial Advisors | Fort Wayne, Indiana, United States |
Email
|
| Cliff Malings | Valparaiso, Indiana, United States |
Email
|
Employees by Management Level
Individual contributor
7 profiles
Manager
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 4 | 4 | 2 |
| Sales | 2 | 2 | 0 |
| Executive | 1 | 1 | 1 |
| IT | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
Compass Financial Advisors Tech Stack
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