Unclaimed
Jordan Elizabeth Thorpe is an Investment Advisor Representative at Compass Capital Management Inc. Jordan has been in the financial services industry for over 10 years and has a strong understanding of the investment management process. Jordan is dedicated to providing clients with personalized financial advice that meets their unique needs. Jordan holds a Series 65 license and is registered with the state of Minnesota. Compass Capital Management Inc. is a financial advisory firm that provides investment management services to individuals, families, and institutions. The firm has a team of experienced professionals who are committed to providing clients with the highest level of service.
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
08/12/2024 - Present
Compass Capital Management Inc. (MINNEAPOLIS MN)
IA
Issued 06/24/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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