Alan Hulstein
Alan Hulstein is a registered investment advisor at Compass Financial Services, based in West Des Moines, IA, with 4 years of industry experience. Alan 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.
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Alan operates Compass Financial Services Inc. as a DBA for his LPL business and provides administrative support to Compass Financial Services, an independent investment advisor firm, dedicating nearly full-time hours to this. Alan also works for Amazon, spending a few hours per week.
Employment History
Current Registrations
Compass Financial Services
LPL Financial LLCBroker
State Registrations1 state
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