Michele
Bjorkgren
Compass Financial Services
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About this Advisor
Michele Bjorkgren is a financial advisor working out of West Des Moines, Iowa with a total of 10 years of industry experience. Bjorkgren currently works for Compass Financial Services. During their career, the advisor has held roles at Lpl Financial LLC and Compass Financial Services. Bjorkgren holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Iowa. Compass Financial Services is a financial advisory firm that has its headquarters in West Des Moines, IA. It administers $255 million in assets among its 1,588 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,588 accounts, 24% belong to high-net-worth investors who have more than $1 million in investable assets. Compass Financial Services offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice largely vary depending on which services the firm provides the client. Fees billed by Compass Financial Services most likely include 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
Michele Bjorkgren Work History
Michele has been registered as a financial advisor for 10 years.*
Lpl Financial LLC
Compass Financial Services
*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 Michele Bjorkgren 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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