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Alyssa Blair Craggs

Compass Capital Management Inc

Minneapolis, MN

CRD 7884959

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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 2024-08-01
  • MN RA
    APPROVED
    Since 2024-08-01

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, Inc Minneapolis MN 08/2018 Present
Cottrell Law Firm Mendota Heights MN 05/2018 07/2018
Simple Energy Testing Eagan MN 08/2016 04/2018
Residential Science Resources Eagan MN 09/2015 12/2017
  • 08/2018 → Present
    Compass Capital Management, Inc
    Minneapolis, MN
  • 05/2018 → 07/2018
    Cottrell Law Firm
    Mendota Heights, MN
  • 08/2016 → 04/2018
    Simple Energy Testing
    Eagan, MN
  • 09/2015 → 12/2017
    Residential Science Resources
    Eagan, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-19
  • S65 Uniform Investment Adviser Law Examination
    2023-12-19
Other Names
  • Alyssa Blair Wilke

View on SEC IAPD

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THRIVENT ASSET MANAGEMENT, LLC
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Nearby Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan

Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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