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Financial ADVSR advisor directory · SEC adviser records

Compass Financial Advisors LLC financial advisors in Indiana

Every SEC-registered investment adviser representative at a Compass Financial Advisors LLC office in Indiana, by city and A to Z.

The short answer

6 registered advisors work at Compass Financial Advisors LLC in Indiana, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Chesterton (3). 0 list the CFP designation and 2 are also registered broker representatives.

Compass Financial Advisors LLC advisors by city in Indiana

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Chesterton 3Fort Wayne 3

Compass Financial Advisors LLC advisors in Indiana, A to Z

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Questions

How many Compass Financial Advisors LLC financial advisors are in Indiana?

6 investment adviser representatives are registered at Compass Financial Advisors LLC offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Where in Indiana does Compass Financial Advisors LLC have the most advisors?

Chesterton, with 3, then Fort Wayne (3). Compass Financial Advisors LLC has advisors in 2 cities in Indiana.

How do I check a Compass Financial Advisors LLC advisor in Indiana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Compass Financial Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.