Kevin John Ebbink

Employer firm

Compass Financial Services, Inc. CRD 336559

$24.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2005 → 09/2021
  Compass Financial Services, Inc.
  Winston-Salem, NC
• 08/2021 → 10/2025
  Strategic Blueprint, Llc
  Winston-Salem, NC
• 10/2025 → Present
  Compass Financial Services, Inc.
  Winston-Salem, NC

Previous Registrations

• 2021-08-04 → 2025-10-01
  Strategic Blueprint, Llc
  Winston Salem, NC
• 2005-03-08 → 2021-09-07
  Compass Financial Services, Inc.
  Winston Salem, NC
  Winston Salem, NC

Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 50% of time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-09

Other Names

• Kevin John Jerome Russell