Compass Financial Group
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  • Home
  • About Us
    • Our Team
    • Independent RIA
    • Regulatory Documents
    • Contact US
  • Services
    • Overview
    • Life Insurance
    • Individual Investments
    • Employer Sponsored Plans
    • Blog
  • Account Access
    • Morningstar Office
    • Vanguard 401k
    • Retirement LLC 401(K)
    • TD Ameritrade
    • TD Ameritrade - Android
    • TD Ameritrade - Apple
    • Bloomwell 529 Plan
  • Dave Ramsey
    • Dave Ramsey
  • Contact US

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Compass Financial Group

Compass Financial Group Compass Financial Group Compass Financial Group

Family Owned Financial Advisers

PROVIDING DIRECTION FOR YOUR FINANCIAL GOALS

Contact Us

(800) 473-7150 | (605) 338-7150

Independent & Local

Independent & Local

Independent & Local

 Compass Financial Group is a locally owned family business. We are also an independent Registered Investment Adviser (RIA). This means we can hand-pick the best products and investments for your financial needs.  We are not locked into proprietary products and have no loyalty to anyone other than our clients.  

Experience

Independent & Local

Independent & Local

 Compass Financial Group has been doing business in the Sioux Falls area for over 35 years. As Financial Advisers, John, Jesse, Jasen, and Caleb are able to help you with your financial needs.  John, Jesse, and Jasen are all Certified Financial Planner™ certificants and Jasen and Jesse Haller are both Dave Ramsey SmartVestor Pros. Compass Financial Group is a family-owned and operated company.  

Independent RIA Overview

Holistic Planning

Independent & Local

Holistic Planning

We focus on your entire financial picture meaning we can handle your investments, insurance needs, and will guide you as we can in many other areas. We incorporate the following products and services into a prudent financial plan that cover a range of services. To see a list of services please visit the services page in the banner above. 

Professional Connections

CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificants

CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificants

CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificants

 ​John, Jesse, and Jasen are all    CERTIFIED FINANCIAL PLANNER™ (CFP®) certificants. The CFP Board is a nonprofit organization acting in the public interest by promoting the value of professional, competent, and ethical financial planning services, as represented by those who have attained the certification.  The CFP board sets and enforces the requirements to maintain this certification, which must be met and through continued education and examination set forth by the Board.

Dave Ramsey SmartVestor Pro

CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificants

CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificants

 Jasen and Jesse both are SmartVestor pros through the Dave Ramsey program.  SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and affirm to the SmartVestor Code of Conduct.  As SmartVestor Pros,  we believe everyone deserves access to solid, professional investing guidance. We have earned our position as a SmartVestor Pros because of our experience in the industry and our drive to help others. 

Why choose a Dave Ramsey SmartVestor?

TD Ameritrade

CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificants

TD Ameritrade

TD Ameritrade is our primary brokerage firm.  We work closely with their team to provide optimal service for our clients.  They are one of the largest brokerage firms in the United States and provide great value to Compass Financial Group and our clients.  Being independent allows us to use nearly any brokerage firm in the United States – only after a thorough investigation did we choose TD Ameritrade as our main custodian. 

TD Ameritrade Login

Copyright © 2023 Compass Financial Group - All Rights Reserved.
 

Compass Financial Group, INC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities product or service. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.  Investment advisory services are offered through Compass Financial Group, INC.  Insurance products and services are offered separately through individual licensed and appointed agents.

 Compass Financial Form CRS Relationship Summary  


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