Compass Pointe Financial

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

4625 E 91st St, Tulsa, Oklahoma, 74137, ...

Phone Number

(918) 481-1934

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
1
1
2
1

About Compass Pointe Financial

Compass Pointe Financial offers investment advisory services and securities through its affiliated entities, including Advisory Resource Group, LLC and M.S. Howells & Co. The firm specializes in college planning and investment services, catering to clients in various states across the U.S. Their mission is to provide personalized financial advice and investment solutions to help clients achieve their financial goals. With offices in Tulsa, Bartlesville, Ponca City, and Houston, they serve a diverse clientele seeking expert guidance in financial planning.Explore more
Compass Pointe Financial's Social MediaPopular SearchesCompass Pointe FinancialCompass Pointe Financial LLCBenjamin SteelePointe Financial LLCCompass PointeSIC Code 62,628NAICS Code 52,523Show more

Compass Pointe Financial Org Chart

PhoneEmail
KK
United States flag for contact location.

Director, Client Relations

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PhoneEmail
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JM
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Registered Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Compass Pointe Financial

<$5M
11-50
Private
-
2008
KK
Kristen KieslingDirector, Client Relations
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2014
JK
Jill KlosClient Relationship Manager
<$5M
1-10
Private
-
2020
MK
Matthew KrajniakCertified Financial Planner
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Compass Pointe Financial Tech Stack

A closer look at the technologies used by Compass Pointe Financial

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Frequently Asked Questions Regarding Compass Pointe Financial

What is Compass Pointe Financial's official website?
Compass Pointe Financial's official website is www.cpfguide.com
What is Compass Pointe Financial's Revenue?
Compass Pointe Financial's revenue is <$5 Million
What is Compass Pointe Financial's SIC code?
Compass Pointe Financial's SIC: 62,628
What is Compass Pointe Financial's NAICS code?
Compass Pointe Financial's NAICS: 52,523
How many employees does Compass Pointe Financial have?
Compass Pointe Financial has 11-50 employees
What industry does Compass Pointe Financial belong to?
Compass Pointe Financial is in the industry of: Finance, Securities Trading
What is Compass Pointe Financial competition?
Compass Pointe Financial top competitors include: Ratcliff Financial Services, Sterling Total Wealth Solutions, The Krajniak Group, Preferred Wealth Advisors
What technology does Compass Pointe Financial use?
Some of the popular technologies that Compass Pointe Financial uses are: Google Universal Analytics, Microsoft 365, Google Analytics, jQuery
How do I contact Compass Pointe Financial?
Compass Pointe Financial contact info: Phone number: (918) 481-1934 Website: www.cpfguide.com
What does Compass Pointe Financial do?

Compass Pointe Financial offers investment advisory services and securities through its affiliated entities, including Advisory Resource Group, LLC and M.S. Howells & Co. The firm specializes in college planning and investment services, catering to clients in various states across the U.S. Their mission is to provide personalized financial advice a... nd investment solutions to help clients achieve their financial goals. With offices in Tulsa, Bartlesville, Ponca City, and Houston, they serve a diverse clientele seeking expert guidance in financial planning.Read More

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

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