Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kelley is an investment advisor representative at Compass Capital Management Inc. Charles has been in the industry since August 1988 and has worked for Compass Capital Management Inc. since that time. Charles is registered with the state of Minnesota as an Investment Advisor Representative and is also registered with the state of Texas as an Investment Advisor Representative. Charles has passed the Series 65 exam.
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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MN
04/28/2004 - Present
Compass Capital Management Inc. (MINNEAPOLIS MN)
IA
Issued 09/01/1995
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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