Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Blair Craggs is an investment advisor representative with Compass Capital Management Inc. in Minneapolis, Minnesota. Alyssa has been in the industry since August 2018. Alyssa is a registered investment advisor in Minnesota. Alyssa has a Series 65 license, which allows her to provide investment advice to individuals and institutions. Alyssa specializes in portfolio management, financial planning, and providing services as a sub-advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
08/01/2024 - Present
Compass Capital Management Inc. (MINNEAPOLIS MN)
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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