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Steven Craig Walstad

Compass Financial Management LLC

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About Steven Craig Walstad

Steven Walstad is a financial advisor registered with Compass Financial Management LLC. Steven Walstad has been in the financial services industry since 1996. Steven Walstad specializes in financial planning, pension consulting, and portfolio management for individuals. Steven Walstad has also been an independent insurance agent since 1984.

Firm Information

Steven Walstad is currently registered with Compass Financial Management LLC. Compass Financial Management LLC is an investment advisor registered with the SEC and located in TAMPA, FL. The firm manages approximately $409,358,130 in assets and has 13 licensed agents, 20 investment advisor representatives, and 4 registered representatives. The firm provides financial planning, pension consulting, and portfolio management for individuals. Compass Financial Management LLC serves high-net-worth individuals, corporations, and pension and profit-sharing plans.
Compass Financial Management LLC

2422 W. SUNSET DRIVE

TAMPA, FL 33629

$409.36M

Assets Under Management

Not reported

Total Clients

17

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Steven Walstad’s Registration & Firm History

MN

12/16/2021 - Present

Compass Financial Management LLC (Bloomington MN)

MN

04/18/2008 - 12/14/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)

MN

11/26/2007 - 04/22/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (GOLDEN VALLEY MN)

MN

10/31/2005 - 11/27/2007

AIG FINANCIAL ADVISORS, INC. (GOLDEN VALLEY MN)

AZ

03/27/1997 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MA

07/19/1996 - 04/02/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

07/19/1996 - 04/02/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 08/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Steven Craig Walstad. Review regulatory record here.
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