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.

Get weekly stock market updates from LPL Research strategists while staying up-to-date on the latest financial market tr...
06/03/2026

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

June is National Safety Month, and staying safe doesn’t just mean locking your doors, it also means protecting your pers...
06/01/2026

June is National Safety Month, and staying safe doesn’t just mean locking your doors, it also means protecting your personal information and financial accounts. Scams are becoming more sophisticated, but a few simple habits can go a long way:

✅ Pause before clicking on unexpected links or attachments
✅ Never share codes or personal details with someone who contacts you first
✅ Verify requests by calling the company or person directly
✅ Trust your instincts—if something feels off, it’s worth a second look

If you’d like to learn more, we hosted a seminar on Fraud Protection & Awareness that is available for free on YouTube.

🎥 Watch it here: https://www.youtube.com/watch?v=IKbuOkg5UVM

Spring turkey hunting and financial planning might have more in common than you think.In Caleb’s latest blog, he shares ...
05/28/2026

Spring turkey hunting and financial planning might have more in common than you think.

In Caleb’s latest blog, he shares a few lessons from the woods, including the value of preparation, patience, flexibility, and having a strategy that can adjust when things don’t go exactly as planned.

Whether you’re planning for retirement, navigating market changes, or simply thinking about what comes next, this is a great reminder that the journey matters too.

Read Caleb’s full blog here: https://www.compassiowa.com/blog/what-spring-turkeys-taught-me-about-financial-planning

Paula Goldstein's dad worked a job he hated and planned to retire at 55, but he died at 52 before he could enjoy the lif...
05/26/2026

Paula Goldstein's dad worked a job he hated and planned to retire at 55, but he died at 52 before he could enjoy the life he was saving for. That changed how she lives — here's more of her story.

Today we pause to honor the brave individuals who gave their lives in service to our country. Their courage and sacrific...
05/25/2026

Today we pause to honor the brave individuals who gave their lives in service to our country. Their courage and sacrifice make it possible for all of us to enjoy the freedoms we have today.

From all of us at Compass Financial, thank you to everyone who sacrificed their lives protecting the freedoms we enjoy today.

📸 Where’s your Compass koozie hanging out? We love seeing our koozies out in the wild—whether it’s at the lake, a backya...
05/23/2026

📸 Where’s your Compass koozie hanging out?

We love seeing our koozies out in the wild—whether it’s at the lake, a backyard BBQ, or your favorite vacation spot!

✅ Snap a pic, share it in the comments, or tag us in your post. Let’s see how far these koozies can travel! 🌍

👉 Got one already? Show us your best shot!

The first quarter of 2026 brought plenty of uncertainty—from rising oil prices and renewed inflation concerns to geopoli...
05/21/2026

The first quarter of 2026 brought plenty of uncertainty—from rising oil prices and renewed inflation concerns to geopolitical tensions that weighed on both stocks and bonds. It’s a reminder of how quickly market conditions can shift, and how noisy the headlines can become.

In his Q1 2026 Market Commentary, Compass Advisor Steve Conard CFP®, breaks down what happened, why markets reacted the way they did, and how to think about these moments through a long‑term planning lens.

🔗 Read the full Q1 2026 Market Commentary here: https://www.compassiowa.com/blog/q1-2026-market-commentary

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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