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Christopher Charles Kelley

Compass Capital Management Inc.

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About Christopher Charles Kelley

Christopher Kelley is a registered investment advisor representative with Compass Capital Management Inc. He is based in Minneapolis, Minnesota. Christopher has been in the industry since October 2007. Prior to joining Compass Capital Management Inc. Christopher was with Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and Banc of America Investment Services, Inc. in New York, NY. Christopher holds Series 3, 7 and 66 licenses.

Firm Information

Christopher Kelley is currently registered with Compass Capital Management Inc.. Compass Capital Management Inc. is an investment advisor headquartered in MINNEAPOLIS, MN, United States. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. Compass Capital Management Inc. manages approximately $1.96 billion in assets for a total of 1,494 clients. The firm has 8 investment adviser representatives and 9 investment advisory functions.
Compass Capital Management Inc.

706 SECOND AVENUE SOUTH

MINNEAPOLIS, MN 55402

$1.96B

Assets Under Management

Not reported

Total Clients

12

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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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.

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sub-advisor

Sub-advisor

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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Christopher Kelley’s Registration & Firm History

MN

05/19/2014 - Present

Compass Capital Management Inc. (MINNEAPOLIS MN)

NY

10/23/2009 - 03/25/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

12/15/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)

NY

01/14/2008 - 12/31/2008

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (NEW YORK NY)

MA

10/05/2007 - 01/14/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2010

Series 3 - National Commodity Futures Examination

BC

Issued 10/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Charles Kelley.
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