COMPASS FINANCIAL ADVISORS LLC of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 109131). Regulatory assets under management: $282.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
Showing 25 of 40 people.
| Name | Role | Location |
|---|---|---|
| Taylor Allen | MEMBER | Greer, SC |
| Jonathan G Kasting | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |
| Kevin Min Kim | CHIEF COMPLIANCE OFFICER | — |
| Clifford Lee Malings | MEMBER | — |
| Lynn Ray Fisel | MEMBER | — |
| David Eugene Fought | MEMBER | — |
| James Joseph Bobos | CHIEF EXECUTIVE OFFICER | — |
| JONES DAVID DWAIN | CHIEF COMPLIANCE OFFICER | — |
| LAUER JOHN GERARD | CEO AND MANAGER; CEO, MANAGER AND CHIEF COMPLIANCE OFFICER; MEMBER (+3 more) | — |
| FOUGHT DAVID EUGENE | MANAGER; MEMBER; SOLE TRUSTEE AND BENEFICIARY | — |
| KING LOREN PAUL | MANAGER; OWNER | — |
| KING MICHAEL FRANCIS | MANAGER; OWNER | — |
| CRAIG EDWARD CARROL | MANAGER | — |
| MORSE MARVIN BRENT | CHIEF COMPLIANCE OFFICER; PARTNER | — |
| BLUE JAMES ALAN | CHIEF COMPLIANCE OFFICER | — |
| RIGGS JAMES ARTHUR | PARTNER | — |
| PATTERSON BRUCE ALLEN | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; MEMBER (+2 more) | — |
| KOEHLER LAWRENCE EDWARD | MANAGER | — |
| ACRI ROBERT CHRISTIAN | DIRECTOR; MANAGER | — |
| SWANSON CHRISTOPHER JOHN | CHIEF COMPLIANCE OFFICER | — |
| SULLIVAN SHELLEY M | DIRECTOR | — |
| FISEL LYNN RAY | MEMBER | — |
| STAUFFER JUSTIN D | CHIEF COMPLIANCE OFFICER | — |
| WITOUS MICHAEL JOHN | MEMBER | — |
| REASONER PAUL DE VAUX | MEMBER | — |