Compass Financial Group
Compass Financial Group
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    • Home
    • Your Accounts
      • Schwab Alliance Login
      • Schwab App (Android)
      • Schwab App (Apple)
      • Schwab 529
      • Bloomwell 529
      • Morningstar
      • Vanguard 401k
      • Retirement LLC 401(K)
    • About Us
      • Our Team
      • Independent RIA
      • Regulatory Documents
      • Contact US
    • Services
      • Overview
      • Life Insurance
      • Individual Investments
      • Employer Sponsored Plans
    • Dave Ramsey
      • Dave Ramsey
    • Contact US

  • Home
  • Your Accounts
    • Schwab Alliance Login
    • Schwab App (Android)
    • Schwab App (Apple)
    • Schwab 529
    • Bloomwell 529
    • Morningstar
    • Vanguard 401k
    • Retirement LLC 401(K)
  • About Us
    • Our Team
    • Independent RIA
    • Regulatory Documents
    • Contact US
  • Services
    • Overview
    • Life Insurance
    • Individual Investments
    • Employer Sponsored Plans
  • Dave Ramsey
    • Dave Ramsey
  • Contact US

Advisers

John Haller

John Haller

Jesse Haller

Jesse Haller

John Haller is the President of Compass Financial Group and has been in the investment industry for over 20 years. He graduated from Augustana College with a degree in business and has gone on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant™ (ChFC®),    

Chartered Retirement Planning Counselor™ (CRPC®), Accr

John Haller is the President of Compass Financial Group and has been in the investment industry for over 20 years. He graduated from Augustana College with a degree in business and has gone on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant™ (ChFC®),    

Chartered Retirement Planning Counselor™ (CRPC®), Accredited Wealth Management Advisor™  (AWMA™)   certifications, is a Chartered Life Underwriter, has passed the FINRA Series 7 and 66 exams, and is licensed in Life, Health, and Accident Insurance. 

Jesse Haller

Jesse Haller

Jesse Haller

Jesse Haller

Jesse Haller is a partner and co-founder of Compass Financial Group.  He has worked in the financial services industry since 2002, excluding a one year combat tour in Afghanistan.  He has a degree in Business Economics from South Dakota State University and has gone on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial C

Jesse Haller is a partner and co-founder of Compass Financial Group.  He has worked in the financial services industry since 2002, excluding a one year combat tour in Afghanistan.  He has a degree in Business Economics from South Dakota State University and has gone on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant™ (ChFC®), and Retirement Income Certified Professional™ (RICP®) designations. Jesse has also passed the FINRA Series 7 and 66 exams, and holds Life, Accident, and Health Insurance Licenses.  Jesse is a Dave Ramsey SmartVestor. 

Jasen Haller

Jasen Haller

Jesse Haller

Jasen Haller

  Jasen Haller is a partner and adviser at Compass Financial Group. Jasen took the first five years, after college, and served in Afghanistan for a year then put his wife through medical school at Mayo Clinic for another four. Family and an incredible opportunity to serve others pulled them back to Sioux Falls. Jasen has earned his CERTIF

  Jasen Haller is a partner and adviser at Compass Financial Group. Jasen took the first five years, after college, and served in Afghanistan for a year then put his wife through medical school at Mayo Clinic for another four. Family and an incredible opportunity to serve others pulled them back to Sioux Falls. Jasen has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant™ (ChFC®) certifications, has passed the FINRA Series 7 and 66 exams and holds Life, Accident, and Health Insurance Licenses. Jasen is a Dave Ramsey SmartVestor.

Caleb Shives

Ashley Tucker

Ashley Tucker

  Caleb Shives is a partner and adviser at Compass Financial Group. A long-time family friend of the Hallers, Caleb and his family lived in Denver after graduating from SDSU. He has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant™ (ChFC®) certifications, passed the FINRA Series 65 exam and holds Life, Accident, and Health Insurance Licenses.

Ashley Tucker

Ashley Tucker

Ashley Tucker

Ashley has been with Compass Financial since 2017. She graduated from USD with an MPA and BBA. She is a Registered Investment Adviser who has passed the Series 65 exam, and holds Life, Accident, and Health Insurance Licenses. 

Zeke Klosterman

Zeke Klosterman

Zeke Klosterman

 Zeke interned with Compass Financial in 2016 and came back in 2022 to officially join the team. He graduated from the University of South Dakota with an MBA and BBA. He has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant™ (ChFC®) certifications, passed the Series 65 exam, and holds Insurance Licenses for Life, Accident, Health, Property, and Casualty. 

Jose Addink

Zeke Klosterman

Zeke Klosterman

 Jose joined Compass Financial in 2023 and is Junior Advisor to John Haller. Coming from the Insurance world, he is a Medicare and ACA guru. He has passed the FINRA Series 65 exam and holds Life, Accident, Health, Property, and Casualty Insurance Licenses. 

Support Staff

Kristy Boyd

Maria Campbell

Maria Campbell

Kristy Boyd

Administrative Assistant to John Haller.

Maria Campbell

Maria Campbell

Maria Campbell

Maria

Administrative Assistant to John Haller.

Emilie Goben

Maria Campbell

Emilie Goben

Administrative Assistant to Jesse Haller.

Abby Waldner

Emilie Goben

Administrative Assistant to Caleb Shives.

Donna Haller

Donna Haller

Bookkeeper and all around help.
Donna is also John's wife and Jesse and Jasen's mother.

Copyright © 2025 Compass Financial Group - All Rights Reserved.
 

 Compass Financial Group, INC is an SEC registered investment adviser. Registration with the SEC does not imply any particular level of skill or training. For a detailed discussion of the firm and its investment advisory fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov.  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. Ramsey Solutions is a paid, non-client promoter of SmartVestor Pros. Ramsey Solutions is not an investment advisor. For more about our relationship and how our payments create a material conflict of interest, see our SmartVestor Disclosures via the link below. 


Compass Financial Form CRS Relationship Summary


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