Compass Ion Advisors
Our mission is to discover, plan and invest for what matters most in order to free individuals & families to lead lives of significance, and help institutions effectively support their mission. Advisory services for families, business owners, & institutions-Comprehensive financial planning -Investment strategy & portfolio management -Endowment & foundation consulting -Legacy & succession planning Securities offered through Keel Point LLC, member FINRA/SIPC. For relevant disclosures, please visit https://compass-ionadvisors.com/disclosures
7-day free trial · no credit card
Verified contacts
19
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 19 verified contacts at Compass Ion Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- CG
Carol Gangewer
Administrative Manager · Operations
EmailPhone - EH
Evan Hewitt
Financial Advisor · Finance & Accounting
EmailPhone - JV
Jody Voce
Client Services · Customer/Client Service
EmailPhone - LP
Luke Porter
Financial Advisor · Finance & Accounting
EmailPhone - JB
Jim Baird
Founding Principal · General Business & Management
EmailPhone - JM
Josh Manifold
Financial Advisor - Senior Vice President · Other
EmailPhone - GG
Glen Gangewer
Financial Advisor · Finance & Accounting
EmailPhone - JS
Jinelle Stent
Client Services Representative · Customer/Client Service
EmailPhone - KS
Kaitlin Salwach
Client Service Professional · Customer/Client Service
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Compass Ion Advisors
12 distinct titles indexed · top 10 shown.
- 4financial advisor
- 2client service representative
- 2client services representative
- 2president principal
- 1administrative manager
- 1client service professional
- 1client services
- 1director of client services
- 1financial advisor - senior vice president
- 1financial consultant
- +2more titles
Sign up to unlock all 19 contacts at Compass Ion Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 19 verified contacts at Compass Ion Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.