Michele Ann Bjorkgren

Current Employers

Employment History

• 08/2002 → Present
  Lpl Financial Llc
  West Des Moines, IA
• 08/2002 → Present
  Compass Financial Services
  Wes Des Moines, IA

Other Businesses

1. 9/29/08 / NOTARY FOR THE STATE OF IOWA - EFFECTIVE DATE SEPTEMBER 2002. / OTHER-NOTARY PUBLIC / 1% 2. 2/26/2013: DBA ONLY - COMPASS FINANCIAL SERVICES - WEST DES MOINES, IA. 3. 3/26/2013: REGISTERED INVESTMENT ADVISOR, COMPASS FINANCIAL SERVICES - FINANCIAL ADVISOR FOR COMPASS FINANCIAL SERVICES - HOURLY FEES. - TIME SPENT 50%; WEST DES MOINES, IA 4. 05/12/2014 - NON-VARIABLE INSURANCE - WORKING WITH BROKERS' CLEARING HOUSE FOR NON-VARIABLE INSURANCE PRODUCTS. THEY ARE AN INDEPENDENT BROKER. - 5% TIME SPENT - WEST DES MOINES, IA. 5. 2/5/2020 - Compass Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/13/2020 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Compass Financial Services, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 12/28/2022 - No Business Name - Not Investment Related - Home Based - Other - Crafts - Crafter - Start Date - 11/15/2022 - 10 Hours Per Month/0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-26
• S63 Uniform Securities Agent State Law Examination
  2008-09-19

Other Names

• Michele Ann Bjorkgren