Advisor at Compass Retirement Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Compass Retirement Group LLC
Location
St. Louis, MO 63141
Credentials
Series 66
Industry experience
5 years
Based on Compass Retirement Group LLC
Based on Compass Retirement Group LLC
0.65% to 1.50% annually (negotiable on a client-by-client basis)
Insurance commissions and trails earned by some IARs from affiliated insurance agency products; these are separate from advisory fees.
Account minimum: $250,000 (can be waived at the firm's discretion) Fee-only: Investment management all-in fee ranging from 0.65% to 1.50% annually, includes financial planning services at no additional fee.
10326 Old Olive Street Road
St. Louis, MO 63141
Missouri
Compass Retirement Group LLC
2025 - Present (1 year)
U.S. Bancorp Investments, Inc.
2023 - 2025 (2 years)
Edward Jones
2019 - 2023 (4 years)
Illinois Gaming Systems
2018 - 2019 (1 year)
Starting Line Sales Consulting
2017 - 2021 (4 years)
Unemployed
2017 - 2017 (1 year)
Blue Buffalo Company
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
Series 63, Series 66
Saint Louis, MO
Integra Wealth Advisors
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