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Mark Anthony Vitelli

Compass Capital Management Inc

Minneapolis, MN

CRD 2532017

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Employer firm

Compass Capital Management Inc CRD 107823

$2.56B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • SUB-ADVISOR

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

Current Employers
Compass Capital Management Inc

706 Second Avenue South Suite 400, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-12-02
  • MN RA
    APPROVED
    Since 2013-12-02

Branch Locations

706 Second Avenue South Suite 400, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Compass Capital Management Minneapolis MN 10/2011 Present
  • 10/2011 → Present
    Compass Capital Management
    Minneapolis, MN
Previous Registrations
Other Businesses

UNIVERSITY OF ST. THOMAS-OPUS COLLEGE OF BUSINESS; MINNEAPOLIS, MN; ADJUNCT INSTRUCTO; NON-INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-12
S63 Uniform Securities Agent State Law Examination 2010-02-23
  • S65 Uniform Investment Adviser Law Examination
    2010-04-12
  • S63 Uniform Securities Agent State Law Examination
    2010-02-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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