Compass Financial Group, INC

Ashley Tucker is a financial advisor at Compass Financial Group, INC, holding a Series 65 designation with four years of industry experience. She previously worked at First Premier Bank from 2015 to 2017 before joining Compass Financial Group in 2017. Outside of her advisory role, she is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group provides portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $1.225 billion in assets for about 2,675 clients through a team of seven advisors, offering individualized discretionary portfolios that include various investment strategies and periodic reviews.

Jesse Haller is a CFP® and ChFC® at Compass Financial Group, INC with 17 years of industry experience. He has worked with Compass Financial Group since 2011. In addition to his advisory role, he is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group provides comprehensive portfolio management and financial planning to individuals, trusts, estates, and business entities. The firm serves approximately 2,675 clients with a team of seven advisors and manages about $1.225 billion in assets through individualized, discretionary portfolios.

Jose Addink is a financial advisor at Compass Financial Group, INC with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at U.S. Bancorp Investments, Inc., U.S. Bank, and Graber & Associates. Compass Financial Group provides portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $1.225 billion in assets for about 2,675 clients through a team of seven advisors, utilizing individualized, discretionary portfolios that include a range of investment strategies and periodic reviews.

John Haller is a financial advisor at Compass Financial Group, INC in Sioux Falls, SD, with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Regional Services Company Dbal Compass Financial Group since 2011 and Rsc Financial since 1980. Outside of his advisory role, he is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group provides comprehensive portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $1.225 billion in assets and serves around 2,675 clients through a team of seven advisors, offering individualized, discretionary portfolios with a range of investment strategies.

Ezekiel Klosterman is a financial advisor at Compass Financial Group, INC, holding a Series 65 designation with three years of industry experience. His prior work includes roles at State Farm Insurance and Premier BankCard. Compass Financial Group provides portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $1.225 billion in assets for around 2,675 clients through a team of seven advisors.

Jasen Haller is a CFP® and ChFC® with 11 years of industry experience. He is currently affiliated with Compass Financial Group, INC in Sioux Falls, SD, and has worked at Mayo Clinic since 2012. In addition to his advisory role, he is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group provides comprehensive portfolio management and financial planning to individuals, trusts, estates, and business entities. The firm manages approximately $1.225 billion in assets and serves around 2,675 clients through a team of seven advisors, offering individualized discretionary portfolios with a range of investment strategies.

Caleb Shives is a financial advisor at Compass Financial Group, INC with six years of industry experience. He holds a Series 65 designation and has worked at Compass Financial Group since 2018, following a year at James Dugan, Inc and five years at Cherry Hills Country Club. Outside of his advisory role, Shives is a licensed independent agent selling life and health insurance in South Dakota. Compass Financial Group provides comprehensive portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $1.225 billion in assets and serves around 2,675 clients through a team of seven advisors, offering individualized discretionary portfolios with a range of investment strategies.