Elliott W Lorson

Employer firm

Compass Retirement Group LLC CRD 282420

$112M 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

• 02/2018 → 03/2018
  Wells Fargo Clearing Services Llc
  St Louis, MO
• 02/2018 → 03/2018
  Disys
  St Louis, MO
• 11/2017 → 02/2018
  Unemployed
  Saint Peters, MO
• 08/2017 → 11/2017
  Diligent Delivery Services
  Norcross, GA
• 06/2017 → 08/2017
  Uber
  Atlanta, GA
• 05/2017 → 06/2017
  Hyundai Of Kennesaw
  Kennesaw, GA
• 02/2017 → 05/2017
  Unemployed
  Atlanta, GA
• 11/2016 → 02/2017
  Hkt Custom Clothiers
  Atlanta, GA
• 05/2016 → 09/2016
  Brooks Brothers Incorperated
  Louisville, KY
• 09/2016 → 11/2016
  Unemployed
  Louisville, KY
• 02/2016 → 05/2016
  Unemployed
  Louisville, KY
• 06/2017 → 08/2017
  Lyft
  Atlanta, GA
• 03/2018 → 05/2018
  Unemployed
  Saint Peters, MO
• 05/2018 → 03/2021
  Morgan Stanley Smith Barney Llc
  Saint Louis, MO
• 03/2024 → 02/2025
  Citigroup Global Markets Inc.
  O'FAllon, MO
• 02/2025 → 03/2025
  William Cohn
  St Louis, MO
• 03/2025 → 02/2026
  Thomas Cohn Associates
  St Louis, MO
• 03/2025 → 02/2026
  Northwestern Mutual Investment Services Llc
  St Louis, MO
• 02/2026 → Present
  Compass Retirement Group Llc
  St. Louis, MO
• 03/2021 → 03/2024
  Citigroup Global Markets Inc.
  O'FAllon, MO

Previous Registrations

• 2021-04-05 → 2025-01-22
  Citigroup Global Markets Inc.
  O'FAllon, MO
  O'FAllon, MO
  Saint Louis, MO
  Jacksonville, FL
• 2018-08-04 → 2021-04-20
  Morgan Stanley
  Chesterfield, MO
  St. Louis, MO

Other Businesses

1.Stellar One Real Estate, LLC; Not Investment-related; Nature: Residential Real Estate - Rentals; Saint Louis, MO; Started: 8/27/2021; Title: Part Owner; Duties: Owner/ Partner/ Investor of 5 rental properties ; 0 hours are devoted each month during securities trading hours; 15 hours are devoted each month outside of securities trading hours 2. Stellar Property Group, LLC; Not Investment-related; Nature: Buy and Hold Rental Properties - Real Estate; Casper, Wyoming ; Started: 2/15/2023; Title: Manager; Duties: Manager - Find Properties to Buy; No time is devoted each month during securities trading hours; 11-20 hours are devoted each month outside of securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-04

Other Names

• Elliott Wayne Lorson