Compass Financial Group
Compass Financial Group
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    • Home
    • Accounts
      • Schwab Login (NEW)
      • Schwab App (Android)
      • Schwab App (Apple)
      • Schwab 529
      • Bloomwell 529
      • Morningstar
      • Vanguard 401k
      • Retirement LLC 401(K)
      • TD Ameritrade (9-5 end)
    • 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
  • Accounts
    • Schwab Login (NEW)
    • Schwab App (Android)
    • Schwab App (Apple)
    • Schwab 529
    • Bloomwell 529
    • Morningstar
    • Vanguard 401k
    • Retirement LLC 401(K)
    • TD Ameritrade (9-5 end)
  • 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

Zeke Klosterman

Ashley Tucker

While Caleb doesn't have the initials J.H., he's been a long time friend of the family and a great resource for the team. Caleb is a Registered Investment Adviser who has passed the Series 65 exam, and holds Life, Accident, and Health Insurance Licenses. He is attending the American College for Financial Services in pursuit of his Charter Financial Consultant designation.

Ashley Tucker

Zeke Klosterman

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 is a Registered Investment Adviser who has passed the Series 65 exam, and holds Insurance Licenses for Life, Accident, Health, Property, and Casualty. 

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.

Wynter Skare

Wynter Skare

Emilie Goben

Administrative Assistant to Jasen Haller and Caleb Shives.

Donna Haller

Wynter Skare

Donna Haller

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

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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