Alan
Hulstein
Compass Financial Services
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About this Advisor
Alan Hulstein is a financial advisor working out of West Des Moines, Iowa with 1 year of relevant experience. Hulstein is on the advisory team at Compass Financial Services. Over the course of their career, Hulstein has held roles at Compass Financial Services, Northwestern College, Unity Christian High, Farmers Coop Society, 5A Transfer, Down To Earth Lawncare, Lpl Financial, LLC and Culvers. Hulstein has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Iowa. Compass Financial Services is a business operating out of West Des Moines, IA. It manages $255 million in total assets between its 1,588 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,588 customer accounts, 24% are held by high-net-worth clients who have more than $1 million in assets. Compass Financial Services performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules usually are based on which services are offered. Fee types charged by Compass Financial Services may include some combination 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
Alan Hulstein Work History
Alan has been registered as a financial advisor for 1 years.*
Compass Financial Services
Lpl Financial, LLC
Compass Financial Services
Northwestern College
Farmers Coop Society
5A Transfer
Down To Earth Lawncare
Unity Christian High
Culvers
*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 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
West Des Moines, IA
West Des Moines, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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