Steven
Conard
Compass Financial Services
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About this Advisor
Steven Conard is a certified financial planner working in West Des Moines, Iowa who has 19 years of industry experience. Conard is an employee of Compass Financial Services. Their career trajectory has included roles at Lpl Financial, LLC and Compass Financial Services. Conard has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to advise clients in Iowa and Texas. Compass Financial Services is a registered investment firm operating out of West Des Moines, IA. It administers $255 million in total assets across its 1,588 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,588 customer accounts, 24% are held by high-net-worth clients who have greater than $1 million in investable assets. Compass Financial Services has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually depend on which service is provided. Fees charged by Compass Financial Services most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Financial Services Brokerage Details
$254,485,742
12
1,588
$160,256
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Steven Conard Work History
Steven has been registered as a financial advisor for 19 years.*
Compass Financial Services
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Conard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Financial Services
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
