President and Chief Compliance Officer · Compass Financial Group, Inc.
Mark A. Menges
CRD 2875507 · Named on Form ADV at one SEC-registered adviser
At a glance
Compass Financial Group, Inc., an SEC-registered wealth manager based in Dublin, OH with $149 million in regulatory assets, lists Mark A. Menges on its Form ADV as President and Chief Compliance Officer, a control person.
Firms and roles
- Compass Financial Group, Inc.President and Chief Compliance OfficerWealth manager · Dublin, OH · $149M in regulatory assets
AtlasMembers
Mark’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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Colleagues named on the same filings
- Gregory R JohnsonFinancial Advisor, 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 Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.