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Direct Owner · Compass Financial Group, Inc

Jasen D. Haller

CRD 6339663 · Named on Form ADV at one SEC-registered adviser

At a glance

Compass Financial Group, Inc, an SEC-registered wealth manager based in Sioux Falls, SD with $1.5 billion in regulatory assets, lists Jasen D. Haller on its Form ADV as Direct Owner, a control person.

Firms and roles

AtlasMembers

Jasen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John D. HallerPresident, Chief Compliance Officer, & Direct Owner, Compass Financial Group, Inc
  • Jesse D. HallerVice President & Direct Owner, Compass Financial Group, Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jasen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.