Caleb
Shives
Compass Financial Group, Inc
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About this Advisor
Caleb Shives is a financial advisor based in Sioux Falls, South Dakota with 4 years of industry experience. Shives currently works for Compass Financial Group, Inc. During their career, Shives has held roles at Chipotle, Cherry Hills Country Club, Craftsy, James Dugan, Inc and Compass Financial Group. Shives holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Colorado, Iowa, Minnesota, Nebraska and South Dakota. Compass Financial Group, Inc is a registered investment business operating out of Sioux Falls, SD. It oversees $760 million in assets across its 5,700 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 5,700 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in investable assets. The company performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees usually depend on which services are offered. However, fees billed by Compass Financial Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Financial Group, Inc Brokerage Details
$760,000,000
6
5,700
$133,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Caleb Shives Work History
Caleb has been registered as a financial advisor for 4 years.*
Compass Financial Group
James Dugan, Inc
Craftsy
Chipotle
Cherry Hills Country Club
*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 Caleb Shives 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
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
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