Compass Financial Services

Finance · Iowa, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

4801 Westown Pkwy, West Des Moines, Iowa...

Phone Number

(515) 327-1020

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Compass Financial Services

Compass Financial Services is a financial advisory firm based in West Des Moines, IA, with over 22 years of experience in helping clients align their financial resources with their dreams. They offer a range of services including hourly financial planning, investment management, and insurance solutions. The firm aims to empower clients by providing clear guidance and support in navigating financial decisions. Their target clients include individuals seeking personalized financial planning and investment strategies to achieve their financial goals.Explore more
Compass Financial Services's Social MediaPopular SearchesCompass Financial ServicesCompass Financial Services IncKurtis PearsonCompass Financial Services CorpCompass Service FinancialSIC Code 62,628NAICS Code 52,523Show more

Compass Financial Services Org Chart

PB
United States flag for contact location.

Chief Executive Officer

PhoneEmail
JW
United States flag for contact location.

LPL Registered Administrative Associate

PhoneEmail
CH
United States flag for contact location.

Administrative Associate

PhoneEmail
MB
United States flag for contact location.

Lpl Financial Advisor

PhoneEmail
AH
United States flag for contact location.

Financial Advisor

PhoneEmail
JV
United States flag for contact location.

Lpl Financial Owner & Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
FB
United States flag for contact location.

Senior Financial Consultant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Compass Financial Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Compass Financial Services

Compare insights from companies similar to Compass Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compass Financial Service...

<$5M
1-10
Private
-
1997
<$5M
11-50
Private
<$5M
-
MF
Melissa FordOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
KH
Kim HayesManager, Operations
<$5M
1-10
Private
-
2011
RR
Remique RichardsonClient Account Coordinator
<$5M
1-10
Private
-
-
DA
Diane AvinaAdministrative Assistant
<$5M
1-10
Private
<$5M
2014
CS
Carrie StarkExecutive Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Compass Financial Services Tech Stack

A closer look at the technologies used by Compass Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Compass Financial Services

What is Compass Financial Services's official website?
Compass Financial Services's official website is www.compassiowa.com
What is Compass Financial Services's Revenue?
Compass Financial Services's revenue is <$5 Million
What is Compass Financial Services's SIC code?
Compass Financial Services's SIC: 62,628
What is Compass Financial Services's NAICS code?
Compass Financial Services's NAICS: 52,523
How many employees does Compass Financial Services have?
Compass Financial Services has 1-10 employees
What industry does Compass Financial Services belong to?
Compass Financial Services is in the industry of: Finance, Securities Trading
What is Compass Financial Services competition?
Compass Financial Services top competitors include: Win Win Investment Planning, BMG Advisors, JFC Financial Services, Retirement Plan Partners
What technology does Compass Financial Services use?
Some of the popular technologies that Compass Financial Services uses are: Cloudflare Website Optimization, Proofpoint, HubSpot, Mailgun
How do I contact Compass Financial Services?
Compass Financial Services contact info: Phone number: (515) 327-1020 Website: www.compassiowa.com
What does Compass Financial Services do?

Compass Financial Services is a financial advisory firm based in West Des Moines, IA, with over 22 years of experience in helping clients align their financial resources with their dreams. They offer a range of services including hourly financial planning, investment management, and insurance solutions. The firm aims to empower clients by providing... clear guidance and support in navigating financial decisions. Their target clients include individuals seeking personalized financial planning and investment strategies to achieve their financial goals.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.