Compass Financial Partners

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

151 5th Ave SE Ste 300, Cedar Rapids, Io...

Phone Number

(319) 531-3723

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Compass Financial Partners

Compass Financial Partners offers comprehensive financial planning and advisory services, leveraging over 120 years of combined experience. They help clients manage their financial lives by providing risk assessments and portfolio analysis. The firm is dedicated to addressing the unique needs of individuals seeking guidance in investment management. Their services are available to residents of the United States, emphasizing a client-centered approach.Explore more
Compass Financial Partners's Social MediaPopular SearchesCompass Financial PartnersFinancial PartnersJim McpartlandCompassfinancialpartner XtsCompass Financial Partners - HomeSIC Code 62,628NAICS Code 52,523Show more

Compass Financial Partners Org Chart

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Financial Services Coordinator

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Retirement Planner

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Registered Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compass Financial Partner...

<$5M
1-10
Private
-
2013
BF
Brenda FishelFinancial Services Coordinator
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
-
CG
Charna GordonAdministrative Assistant
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2012
RP
Ross PooleInvestment Advisor & Representative
<$5M
1-10
Private
-
2009
EJ
Eric JudyFounder & Financial Advisor & Investment Advisor & Representative & Insurance Broker
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Compass Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Compass Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Compass Financial Partners.

Compass Financial Partners Tech Stack

A closer look at the technologies used by Compass Financial Partners

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Frequently Asked Questions Regarding Compass Financial Partners

What is Compass Financial Partners's official website?
Compass Financial Partners's official website is www.compassfpinc.com
What is Compass Financial Partners's Revenue?
Compass Financial Partners's revenue is <$5 Million
What is Compass Financial Partners's SIC code?
Compass Financial Partners's SIC: 62,628
What is Compass Financial Partners's NAICS code?
Compass Financial Partners's NAICS: 52,523
How many employees does Compass Financial Partners have?
Compass Financial Partners has 1-10 employees
What industry does Compass Financial Partners belong to?
Compass Financial Partners is in the industry of: Finance, Securities Trading
What is Compass Financial Partners competition?
Compass Financial Partners top competitors include: Judy Financial Group, Poole Financial Network, Westex Investment Services, Asset & Income Management
What technology does Compass Financial Partners use?
Some of the popular technologies that Compass Financial Partners uses are: Drupal, Smarsh, AddToAny, Vimeo
How do I contact Compass Financial Partners?
Compass Financial Partners contact info: Phone number: (319) 531-3723 Website: www.compassfpinc.com
What does Compass Financial Partners do?

Compass Financial Partners offers comprehensive financial planning and advisory services, leveraging over 120 years of combined experience. They help clients manage their financial lives by providing risk assessments and portfolio analysis. The firm is dedicated to addressing the unique needs of individuals seeking guidance in investment management... . Their services are available to residents of the United States, emphasizing a client-centered approach.Read More

What are Compass Financial Partners social media links?
Compass Financial Partners Facebook page
Is Compass Financial Partners a public company?
Compass Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Compass Financial Partners

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