Alan
Hulstein
Compass Financial Services
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About this Advisor
Alan Hulstein is a financial advisor based in West Des Moines, Iowa, working with Compass Financial Services. Alan has previously held positions at Compass Financial Services, Northwestern College, Unity Christian High, Farmers Coop Society, 5A Transfer, Down To Earth Lawncare, and Lpl Financial, LLC. Alan has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Alan is part of Compass Financial Services, which operates out of West Des Moines, Iowa. The firm has 12 employees and manages assets totaling $288.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Compass Financial Services includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
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Compass Financial Services Brokerage Details
$288,212,009
12
1,684
$171,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alan Hulstein Work History
Compass Financial Services
Lpl Financial, LLC
Compass Financial Services
Northwestern College
Farmers Coop Society
5A Transfer
Down To Earth Lawncare
Unity Christian High
Disclosures
Please visit the SEC profile of Alan Hulstein 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
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