Thomas
Elder

Compass Retirement Group LLC

CRD#6831508
Investment Advisor
in Saint Louis, MO

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About this Advisor

Thomas Elder is a financial advisor working in Saint Louis, Missouri with a total of 4 years of relevant experience. Elder works at Compass Retirement Group LLC. During their career, Elder has held roles at Mass Mutual Life Insurance Co, Mml Investors Services, LLC, Kci Usa, Compass Retirement Solutions, Compass Retirement Solutions LLC and Synergy Wealth Solutions. Elder holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Missouri and Texas. Compass Retirement Group LLC is an advisory firm operating out of Saint Louis, MO. It has a total of 18 people on staff. It controls $86 million in assets under management between its 805 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. The company performs a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the type of services provided. However, fee types charged by Compass Retirement Group LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

10326 Old Olive Street Road
Saint Louis, MO 63141

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Compass Retirement Group LLC Brokerage Details

Total Assets Under Management

$85,582,495

MO Average: $11,469,110,461
Total Number of Employees

18

MO Average: 458
Total Number of Accounts

805

MO Average: 33,415
Average Account Size

$106,314

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Thomas Elder Work History

Thomas has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Compass Retirement Solutions

2019 - Present (5 years)

Compass Retirement Solutions LLC

2017 - Present (7 years)

Mass Mutual Life Insurance Co

2017 - Present (7 years)

Mml Investors Services, LLC

2017 - 2019 (2 years)

Synergy Wealth Solutions

2011 - 2017 (6 years)

Kci Usa

*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 Thomas Elder 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

Mark Kaplan
Saint Louis, MO
Marvin Mitchell
Saint Louis, MO
Airionne Solanke
Saint Louis, MO
Lavaisha Davis
Saint Louis, MO
Thomas Elder
Saint Louis, MO
Tamara Dickerson
Saint Louis, MO
Steven Leonard
Saint Louis, MO

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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