CRD: 109441
Compass Financial Services
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-11-1999
- Office Locations
- 1
Office Locations
About Compass Financial Services
Compass Financial Services is a West Des Moines, Iowa-based firm with CFP® professionals providing goals-based financial planning and investment management, including retirement planning, insurance strategies, and lifestyle planning. The team emphasizes plain-language education and risk-aware portfolio construction using ETFs and mutual funds. They serve clients across 25 states and custody through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN ANTHONY CONARD
Chief Financial Officer
- CRD
- #4370333
- Ownership
- 25% but less than 50%
JUSTIN EDWIN VAN HOUTEN
Chief Executive Officer
- CRD
- #7044437
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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MICHELE ANN BJORKGREN
--
- CRD
- #4578500
ALAN DAVID HULSTEIN
--
- CRD
- #7349864
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $407,449,818 | $213,436 |
| Non-Discretionary | $0 | -- |
| Total | $407,449,818 | $213,436 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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