Michele Bjorkgren
Michele Bjorkgren is a registered investment advisor at Compass Financial Services, based in West Des Moines, IA, with 17 years of industry experience. Michele 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
Get directionsHistory
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
Michele is a notary for the state of Iowa since 2002 and operates under the DBA Compass Financial Services. She also works with Brokers' Clearing House for non-variable insurance products, dedicating minimal time to this, and provides investment advisory services through Compass Financial Services, spending nearly full-time on this activity.
Employment History
Current Registrations
Compass Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations7 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.