Compass Financial Services

Caleb Pearson is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Compass Financial Services since 2012 alongside his roles at LPL Financial. Outside of his advisory work, he is involved with Brokers Clearing House, providing non-variable insurance services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a variety of investment and service options tailored to client needs.

Michele Bjorkgren is a financial advisor with Compass Financial Services in West Des Moines, Iowa, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has been with Compass Financial Services and LPL Financial LLC since 2002. Outside of her advisory role, she is a commissioned notary public in the state of Iowa and engages in crafting activities. Compass Financial Services provides investment advice and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an active, diversified investment approach using proprietary model portfolios tailored to clients’ objectives, time horizons, and risk tolerance, and operates a wrap fee program alongside a hybrid arrangement with LPL Financial.

Alan Hulstein is a financial advisor with Compass Financial Services in West Des Moines, IA, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and Compass Financial Services since 2021. Outside of advising, he has a non-securities related role with Amazon. Compass Financial Services provides investment advice and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an active, diversified investment approach using proprietary model portfolios and offers comprehensive financial planning and fiduciary services.

Steven Conard is a CFP® professional with 24 years of experience in the financial services industry. He has been with Compass Financial Services since 2012 and also has a long-standing affiliation with LPL Financial, LLC dating back to 2004. Conard serves as a general agent for life and health insurance products and acts as a referee outside of his advisory work. Compass Financial Services provides investment advice and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an active, diversified approach using proprietary model portfolios and manages accounts on a discretionary basis, conducting regular reviews and adjustments based on client objectives and market conditions.

Justin Van Houten is a financial advisor with LPL Financial based in West Des Moines, IA. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he was associated with Compass Financial Services. Outside of his advisory work, Van Houten serves as an assistant football coach for the Waukee Community School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Guy Leman is a CFP® professional with 12 years of experience in the financial services industry. He is affiliated with Compass Financial Services and LPL Financial, where he has worked since 2013. Outside of his advisory roles, he is involved with Barrick Family Farms LLP, a pig farming operation in Minnesota. Compass Financial Services provides investment advice and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, diversified investment approach using proprietary model portfolios and offers services including investment management, financial planning, and fiduciary guidance.