Financial ADVSR advisor directory · SEC adviser records
Compass Financial Advisors LLC financial advisors in Fort Wayne, IN
Every SEC-registered investment adviser representative at a Compass Financial Advisors LLC office in Fort Wayne, A to Z.
The short answer
3 registered advisors work at Compass Financial Advisors LLC in Fort Wayne, out of 6 at the firm nationwide; it ranks number 33 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.
Compass Financial Advisors LLC advisors in Fort Wayne, A to Z
Every Compass Financial Advisors LLC advisor →- Kurt A. GutmanAlso a broker rep
- Christopher J. SwansonInvestment adviser rep
- James A. WeberAlso a broker rep
Compass Financial Advisors LLC advisors in every city and state →Compass Financial Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Compass Financial Advisors LLC advisors in other cities
Other firms in Fort Wayne
All Fort Wayne advisors →Edward Jones 26LPL Financial LLC 26Ameriprise Financial Services, LLC 22Cetera Investment Advisers LLC 17Wells Fargo Advisors Financial Network, LLC 16Phillips Financial 15Raymond James Financial Services Advisors, Inc. 14Vestia Personal Wealth Advisors 14Osaic Wealth, Inc. 13J.P. Morgan Securities LLC 11Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Howard Bailey Securities, LLC 10
Questions
How many financial advisors does Compass Financial Advisors LLC have in Fort Wayne?
3 investment adviser representatives are registered at Compass Financial Advisors LLC offices in Fort Wayne, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.
Is Compass Financial Advisors LLC one of the largest advisor employers in Fort Wayne?
Compass Financial Advisors LLC ranks number 33 in Fort Wayne by registered advisors; Edward Jones has the most, with 26.
How do I check a Compass Financial Advisors LLC advisor in Fort Wayne?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.