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9933 Dupont Circle Drive West Suite 100, Fort Wayne, IN 46825 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 1998-12-03 |
Branch Locations
160 Rail Road, Suite 2, Chesterton, IN 46383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Financial Advisors | Chesterton | IN | 03/1993 | Present |
1) LYNN R FISEL CPA - Position: CPA - Nature: CERTIFIED PUBLIC ACCOUNTANT - Investment Related: No - Hours: 60 - Securities Trading Hours: 160 - Start Date: 07/01/1977 - Address: 123 N MAIN ST, HEBRON IN 46341 2) Compass Financial Advisors/Fisel Investment Services - Position: RIA - Nature: RIA - Investment Related: Yes - Hours: 4 - Securities Trading Hours: 4 - Start Date: 02/24/1994 - Address: 160 Rail Road, Suite 2, Chesterton, IN 46304 3) Hebron United Methodist Church Endownment Committee - Position: Chairman - Nature: Chairman of the Endowment Committee.Have a quarterly meeting, lasting one hour long, discussing funding various church related matters.I do write checks to various funds/individuals. - Investment Related: No - Hours: 1 - Securities Trading Hours: 0 - Start Date: 09/03/2009 - Address: 202 W Church St, Hebron IN 46341 4) Boone Township School Building Corp - Position: one of three members that approve new bonding measures - Nature: to O.K. bond refinancing for the Boone Township School Building Corp.School was built in 2002, and with low interest bond rates, the Corp. has refinanced several time to obtain lower interest rates - Investment Related: No - Hours: 0 - Securities Trading Hours: 0 - Start Date: 08/09/2005 - Address: N/A, Hebron IN 46341 5) Hebron Lions Club - Position: Treasurer - Nature: Local Hebron, Indiana chapter of the International Lion's Club - Investment Related: No - Hours: 2 - Securities Trading Hours: 0 - Start Date: 04/15/2011 - Address: Hebron, Indiana 46341 6) Property 49 LLC. State Road 49, Valparaiso, IN. Real Estate Investment. Time spent-0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-31 |
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