Compass Financial Services

Compass Financial Services Compass Financial is an independent and local financial advisory and financial planning firm.

Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org" Financial planning and Investment Advice offered through Compass Financial Services, a Registered Investment Adviser and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The f

inancial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

🎉 Please join us in wishing Caleb Pearson a happy work anniversary!We’re glad to have Caleb as part of the Compass Finan...
09/01/2026

🎉 Please join us in wishing Caleb Pearson a happy work anniversary!

We’re glad to have Caleb as part of the Compass Financial Services team and appreciate everything he contributes to our clients, colleagues, and community.

Happy work anniversary, Caleb!

A decision can work financially and still affect your life in ways that are harder to calculate.After completing his six...
08/31/2026

A decision can work financially and still affect your life in ways that are harder to calculate.

After completing his sixth RAGBRAI, Alan Hulstein reflected on the value of simplicity and how easily we can overlook the time, responsibility, and lifestyle changes that come with major decisions.

In his latest blog, Alan shares why thoughtful planning should consider more than the dollars and cents.

Read “Dividends of a Simple Life” here: https://www.compassiowa.com/blog/dividends-of-a-simple-life

Please join us in wishing Alan Hulstein a happy birthday! 🎉Alan, we hope you have a wonderful day. We’re grateful to hav...
08/28/2026

Please join us in wishing Alan Hulstein a happy birthday! 🎉

Alan, we hope you have a wonderful day. We’re grateful to have you as part of the Compass team and glad to celebrate you today.

Get weekly stock market updates from LPL Research strategists while staying up-to-date on the latest financial market tr...
08/26/2026

Get weekly stock market updates from LPL Research strategists while staying up-to-date on the latest financial market trends.

Check out this week's market update now: www.compassiowa.com/weekly-market-commentary

New research says joy, not shame, is what makes better habits stick. Here's the 5-step method two UBC psychologists use ...
08/25/2026

New research says joy, not shame, is what makes better habits stick. Here's the 5-step method two UBC psychologists use to build them.

Back-to-school season can bring future college costs back into the conversation. 🎒For many families, that brings up ques...
08/24/2026

Back-to-school season can bring future college costs back into the conversation. 🎒

For many families, that brings up questions like:

🔹 How much should we be saving?
🔹 Which account options should we understand?
🔹 How does college planning fit with retirement savings?
🔹 What if our child’s plans change?

A Compass Advisor can help you sort through the options and think about what fits your bigger financial picture.

https://www.compassiowa.com/connect

Seven days. One bike. One destination at a time. 🚲After completing his sixth RAGBRAI, Alan reflected on what keeps bring...
08/20/2026

Seven days. One bike. One destination at a time. 🚲

After completing his sixth RAGBRAI, Alan reflected on what keeps bringing him back. It is more than the pie, Iowa scenery, or miles traveled. It is the simplicity of having one thing to focus on each day.

His latest blog explores that experience and why some of life’s most important decisions deserve to be considered beyond the dollars and cents.

Read“Dividends of a Simple Life” here: https://www.compassiowa.com/blog/dividends-of-a-simple-life

Reduce the tax drag on stock returns with strategies including ETFs, tax-loss harvesting, exchange funds, opportunity zo...
08/17/2026

Reduce the tax drag on stock returns with strategies including ETFs, tax-loss harvesting, exchange funds, opportunity zones and buy-and-hold.

Financial awareness often starts with noticing what has changed.Maybe expenses look different this year. Maybe retiremen...
08/14/2026

Financial awareness often starts with noticing what has changed.

Maybe expenses look different this year. Maybe retirement is getting closer. Maybe there is an old account, insurance question, or planning decision you have been meaning to revisit.

A few questions to consider:

🔹 What feels organized right now?
🔹 What feels unclear?
🔹 What decision keeps getting pushed aside?

If it would help to sort through what deserves attention, Compass Advisors are here for that conversation.

https://www.compassiowa.com/connect

Address

4801 Westown Pkwy
West Des Moines, IA
50266

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 8am - 4pm

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