John Haller
John Haller is a CFP, ChFC-designated registered investment advisor at Compass Financial Group, INC, based in Sioux Falls, SD, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,675 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be lower than 1.5% based on various factors.
Fee Estimator
Location
4300 South Louise Ave., Suite 300, Sioux Falls, SD, 57106
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Joshua is a licensed independent agent selling life and health insurance in South Dakota since 1983. He dedicates a few hours per week to sales of life, health, disability, long-term care, and Med Supps insurance products.
Employment History
Current Registrations
Compass Financial Group, INC
Previous Registrations
Variable Investment Advisors, INC.Broker
Compass Financial Group
Brokersxpress LLC
Brokersxpress LLCBroker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Multi-Financial Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.