Stephen
Chanez
Compass Retirement Group LLC
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About this Advisor
Stephen Chanez is a financial advisor based in Saint Louis, Missouri, working with Compass Retirement Group LLC. Stephen has previously held positions at Prosperity Capital Advisors, Citigroup Global Markets Inc, Compass Retirement Group LLC, Charles Schwab Bank, and Charles Schwab & Co., Inc. Stephen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Stephen is part of Compass Retirement Group LLC, which operates out of Saint Louis, Missouri. The firm has 1 office and 9 employees. The firm manages assets totaling $99.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Compass Retirement Group LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compass Retirement Group LLC Brokerage Details
$99,385,949
9
2,815
$35,306
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephen Chanez Work History
Compass Retirement Group LLC
Citigroup Global Markets Inc
Prosperity Capital Advisors
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Stephen Chanez 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 Retirement Group LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 6/19/2024. 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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