Compass Financial Group, Inc

Overview

Compass Financial Group, Inc is an SEC registered investment adviser based in Sioux Falls, SD, registered since 2012. It reports $1.5B in assets under management across 2,826 accounts, with 13 employees. It has 7 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

100%

Accounts

2,826

Average account

$525K

Employees

13

Advisory reps

7

Registered since

2012

Jurisdictions

28

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• John David Haller President, Chief Compliance Officer, Direct Owner CRD 1945715
• Jasen David Haller Direct Owner CRD 6339663
• Jesse David Haller Vice President, Direct Owner CRD 5588123

Advisory reps 3 of 7

• Jose Addink Insurance Agent · Investment Adviser Rep CRD 7704684
• Jasen D Haller Insurance Agent · Investment Adviser Rep CRD 6339663
• Jesse David Haller Insurance Agent · Investment Adviser Rep CRD 5588123

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4300 S Louise Ave Ste 300
Sioux Falls, SD 57106

County

Minnehaha

Metro area

Sioux Falls, SD

Region

Midwest

Registrations

• SEC registered
• Registered in 28 jurisdictions
• Website: compassfin.net

Every state, with registration dates

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