COMPASS FINANCIAL SERVICES, INC. of WEST DES MOINES, IA is an SEC-registered investment adviser (CRD 109441). Regulatory assets under management: $407.4M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Steven Anthony Conard | SHAREHOLDER | — |
| Caleb Wellington Pearson | CHIEF COMPLIANCE OFFICER | — |
| Julie Kay Greer | SHAREHOLDER | — |
| Guy Allen Duane Leman | SHAREHOLDER | — |
| Justin Edwin Van Houten | CHIEF EXECUTIVE OFFICER | — |
| VAN CLEAVE JAY EDWIN | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| Greer Mary Kay | SHAREHOLDER | — |
| PEARSON KURTIS SCOTT | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| CONARD STEVEN ANTHONY | SHAREHOLDER | — |
| PEARSON CALEB WELLINGTON | CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| LEMAN GUY ALLEN DUANE | SHAREHOLDER | — |