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Amber Leann Lewis

Compass Capital Management, LLC

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About Amber Leann Lewis

Amber Leann Lewis is a registered investment advisor representative with Compass Capital Management, LLC. Amber has been working in the financial industry for over 12 years and is licensed in Arkansas, Oklahoma and Texas. Amber holds Series 6, 63, and 65 licenses. She provides financial planning, portfolio management for individuals and businesses, and educational seminars. Amber also specializes in working with high-net-worth individuals and charitable organizations. In addition to Compass Capital Management, LLC, Amber has been associated with Cambridge Investment Research, Inc. Amber is committed to helping clients achieve their financial goals.

Firm Information

Amber Lewis is currently registered with Compass Capital Management, LLC. Compass Capital Management, LLC is a registered investment advisor with over $107 million in assets under management. They offer a range of financial planning, portfolio management, and advisory services to individuals, high-net-worth individuals, charitable organizations, and state or municipal government entities. The firm also participates in wrap fee programs.

$107.28M

Assets Under Management

15

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of fees charged by thrid-party advisor firms

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Amber Lewis’s Registration & Firm History

OK

07/14/2022 - Present

Compass Capital Management, LLC (MCALESTER OK)

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Licenses & Designations

IA

Issued 05/23/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amber Leann Lewis.
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