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COMPASS FINANCIAL SERVICES

WEST DES MOINES, IA · CRD 109441 · IAPD ↗ · 515-327-1020

$407.4MRegulatory AUM
6Advisory reps
12Employees
28Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2025 — COMPASS FINANCIAL SERVICES notice-filed in FL, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.