Steven Conard
Steven Conard is a CFP-designated registered investment advisor at Compass Financial Services, based in West Des Moines, IA, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,105 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Financial Services manages investments through a wrap fee program, which includes investment advisory services and custodial transaction costs in a single fee. The specific fees for the wrap program are detailed in a separate wrap brochure. Compass may also provide investment advice for employer-sponsored retirement plans and 529 plans.
Location
4801 Westown Parkway, West Des Moines, IA, 50266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an Investment Advisor Representative for Compass Financial Services and provides financial planning and consulting services. He also works as a general agent for life and health insurance products, and owns rental real estate properties.
Employment History
Current Registrations
Compass Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Edward JonesBroker
State Registrations4 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.