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, working with Compass Financial Group, Inc. Caleb has previously held positions at Cherry Hills Country Club, Craftsy, James Dugan, Inc, and Compass Financial Group. Caleb has passed the Series 65 regulatory exam and is registered to provide services in Colorado, Iowa, Minnesota, Missouri, Nebraska, New Hampshire, North Dakota, South Dakota, and Texas. Currently, Caleb 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
Services Offered
Fee Structure
Office Location
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Compass Financial Group, Inc Brokerage Details
$995,000,000
7
2,385
$417,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Caleb Shives Work History
Compass Financial Group
James Dugan, Inc
Craftsy
Cherry Hills Country Club
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
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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