Compass Financial Advisors

Compass Financial Advisors

Financial Services United States 17 employees
Employees
17
Contacts
2
Emails
2

Compass Financial Advisors Overview

Headquarters
United States
Industry
Financial Services
Employees
17
Founded
2005
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
James Weber Apma, Mba, Ms Investment Advisor Representative
View
Tricia Hoopingarner Office Manager - Customer Success @ Compass Financial Advisors
Email
Cliff Malings
Email

Employees by Management Level

Individual contributor 7 profiles
Manager 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email 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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