Compass Financial

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“Give me a fish and I eat for a day. Teach me to fish and I eat for a lifetime.” ~ Chinese Proverb

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6 Easy Steps to Financial Planning Process Report

10 Questions to Ask Financial Planner Report

Planning Engagement Checklist Report

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial planning offered through Compass Financial Services, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states:
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA, WI, WY

For more information about LPL Financial, visit www.lpl.com.

Compass Financial Services · 4801 Westown Pkwy · West Des Moines, IA 50266 · 515-327-1020 · Open 8 – 5 pm M-F.

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