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Mark Steven Halverson

Compass Capital Management Inc.

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About Mark Steven Halverson

Mark Halverson is a financial advisor associated with Compass Capital Management Inc. located in Minneapolis, MN. Mark has been in the industry since January 2006. Mark holds the Series 66 and Series 7 licenses and is registered in Minnesota. Mark has worked with a number of clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals. The firm's main office is located in Minneapolis, MN. Compass Capital Management Inc. provides advisory services including portfolio management for individuals and businesses, financial planning, and other services.

Firm Information

Mark Halverson 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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Mark Halverson’s Registration & Firm History

MN

01/28/2014 - Present

Compass Capital Management Inc. (MINNEAPOLIS MN)

MN

01/18/2006 - 10/09/2006

RBC DAIN RAUSCHER INC. (EDINA MN)

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Licenses & Designations

BOTH

Issued 01/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/17/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Steven Halverson.
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