Compass Financial Advisors
At Compass Financial Advisors, we have a very clear mission: Help clients understand and manage the pieces of their financial puzzle to pursue their financial goals through highly-individualized Wealth Management services. A holistic view. We take a comprehensive, strategic view of your financial landscape and examine how the various pieces fit together and impact one another. Independent. Our advice is not influenced by corporate or external affiliation. Our investment management services are strictly fee-based, eliminating most conflicts of interest. Our client's needs are our singular focus. Our independence means we are not wed to proprietary products or platforms. Our goal is to deliver customized wealth management strategies to fit the needs of each client. Experienced. Compass Financial Advisors represents more than 60 years of financial industry experience and expertise covering the four corners of Wealth Management: Tax and Estate Planning, Investment Management, Liabilities Management, and Private Banking Services. Specialized. Our goal is to provide customized, sophisticated and highly effective strategies for high net worth individuals, private business owners, endowments, and foundations. Accessible. We believe communication is key to the success of any relationship. We also believe that client loyalty is what builds a successful business. Virtually all of our business growth has come through client and professional referrals. Securities offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport IA 52807 (563)326-2064. Member FINRA/SPIC. Advisory services offered through Compass Financial Advisors, LLC. Compass Financial Advisors, LLC & Ausdal Financial Partners are independently owned/ operated and are separate entities.
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Verified contacts
16
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
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no listings
Distinct roles
13
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
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Tricia Hoopingarner
Office Manager · Operations
EmailPhone - JB
James Bobos
Investment Advisor Representative · Finance & Accounting
EmailPhone - KG
Kurt Gutman
Financial Consultant · Finance & Accounting
EmailPhone - TT
Tammy Trammel
Client Servides · Customer/Client Service
EmailPhone - CR
Cheryl Ryan
Operations Manager · Operations
EmailPhone - KW
Kiley Wood
401k Plan Advisor · Finance & Accounting
EmailPhone
Showing 6 of 16 verified contacts
Top roles at Compass Financial Advisors
13 distinct titles indexed · top 10 shown.
- 2financial consultant
- 2investment advisor representative
- 1401k plan advisor
- 1ceo
- 1client services
- 1client servides
- 1financial advisor
- 1financial architect
- 1insurance professional
- 1insurance underwriter
- +3more titles
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