Compass Financial Group

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

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

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

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 \ Charles Schwab

CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificants

TD Ameritrade \ Charles Schwab

TD Ameritrade is becoming Charles Schwab! We are working closely with both teams to provide a smooth transition for our clients. Charles Schwab is 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 – we explored many options before sticking with Charles Schwab in the transition.

Charles Schwab Login

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