Advisor at North Compass Financial Advisors, 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
North Compass Financial Advisors, LLC
Location
Grand Rapids, MN 55744
Credentials
Series 63, Series 65
Industry experience
18 years
Flat fees may be charged or fees waived at firm's discretion based on client criteria such as assets, negotiations, or complexity.
$0 - $200,000: 1.25% $200,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000+: 0.75%
Insurance products sold by licensed insurance agents affiliated with the firm earn commissions separate from advisory fees.
Account minimum: $100,000 Fee-only: Annual investment advisory fees between 0.75% and 1.25% based on assets under management; Retirement Plan Consulting fees between 0.25% and 0.75% of assets managed.
North Compass Financial Advisors, LLC
2025 - Present (1 year)
Cetera Investment Services
2008 - 2025 (17 years)
First National Bank of Coleraine
2007 - 2025 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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 66
Grand Rapids, MN
Edward Jones
CFP®, ChFC®, Series 63
Grand Rapids, MN
Edward Jones
Series 63
Grand Rapids, MN
Edward Jones
ChFC®, Series 66
Grand Rapids, MN
Edward Jones
Series 65, Series 66
Cohasset, MN
Velouria Capital Management LLC
Series 63, Series 65
Bovey, MN
The Retirement Planning Center
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