Ashley
Tucker

Compass Financial Group, Inc

CRD#7416907
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Ashley Tucker is a financial advisor based in Sioux Falls, South Dakota, working with Compass Financial Group, Inc. Ashley has previously held positions at Compass Financial Group, First Premier Bank, and as a student. Ashley has passed the Series 65 regulatory exam and is registered to provide services in South Dakota. Currently, Ashley is part of Compass Financial Group, Inc, which operates out of Sioux Falls, South Dakota. The firm has 7 employees and manages assets totaling $995.0 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, pension consulting services, and educational seminars. The fee structure at Compass Financial Group, Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

4300 South Louise Ave. Suite 300
Sioux Falls, SD 57106

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Compass Financial Group, Inc Brokerage Details

Total Assets Under Management

$995,000,000

SD Average: $198,545,545
Total Number of Employees

7

SD Average: 4
Total Number of Accounts

2,385

SD Average: 691
Average Account Size

$417,191

SD Average: $287,331

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Ashley Tucker Work History

2017 - Present (7 years)

Compass Financial Group

2015 - 2017 (2 years)

First Premier Bank

2010 - 2015 (5 years)

Student

Disclosures

Please visit the SEC profile of Ashley Tucker 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 Group, Inc

Jose Addink
Sioux Falls, SD
Caleb Shives
Sioux Falls, SD
Jasen Haller
Sioux Falls, SD
Ezekiel Klosterman
Sioux Falls, SD
Jesse Haller
Sioux Falls, SD
Ashley Tucker
Sioux Falls, SD
John Haller
Sioux Falls, SD

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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