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Financial ADVSR advisor directory · SEC adviser records

Compass Wealth financial advisors in Missouri

Every SEC-registered investment adviser representative at a Compass Wealth office in Missouri, by city and A to Z.

5 registered advisors work at Compass Wealth in Missouri, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in St. Louis (4). 1 list the CFP designation and 0 are also registered broker representatives.

Compass Wealth advisors by city in Missouri

Every firm in Missouri →

St. Louis 4St Louis 1

Compass Wealth advisors in Missouri, A to Z

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Compass Wealth advisors in every state →Compass Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Compass Wealth financial advisors are in Missouri?

5 investment adviser representatives are registered at Compass Wealth offices in Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Missouri does Compass Wealth have the most advisors?

St. Louis, with 4, then St Louis (1). Compass Wealth has advisors in 2 cities in Missouri.

How do I check a Compass Wealth advisor in Missouri?

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 Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.