Ezekiel
Klosterman
Compass Financial Group, Inc
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About this Advisor
Ezekiel Klosterman is a financial advisor who works in Sioux Falls, South Dakota who has 1 year of relevant experience. Klosterman currently works for Compass Financial Group, Inc. Their career trajectory has included roles at State Farm Insurance, Premier Bankcard, Manley Tire, Pizza Ranch, Lighthouse Academy/University Of South Dakota and Compass Financial Group. Klosterman has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in South Dakota. Compass Financial Group, Inc is an advisory firm that has its headquarters in Sioux Falls, SD. It oversees $760 million in assets among its 5,700 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 5,700 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets. Compass Financial Group, Inc has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fee schedules typically depend on the services. Fee types charged 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
Ezekiel Klosterman Work History
Ezekiel has been registered as a financial advisor for 1 years.*
Compass Financial Group
State Farm Insurance
Premier Bankcard
Manley Tire
Pizza Ranch
Lighthouse Academy/University Of South Dakota
*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 Ezekiel Klosterman 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
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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