Chesterton, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$193,628,971
ClientsTotal clients
634
AdvisorsAdvisors at this office
3
Of 7 advisors across 2 offices
Location
160 Rail Road, Suite 2
Chesterton IN 46383
Advisors at this office
3
Advisors at this office
James B
Series 66
Chesterton, IN
Compass Financial Advisors LLC
James Bobos is a financial advisor at Compass Financial Advisors LLC, holding a Series 66 designation with 25 years of industry experience. He has been with Compass Financial Advisors since 2001. Bobos also holds an insurance sales license. Compass Financial Advisors serves individuals, including high-net-worth clients, as well as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and long-term buy-and-hold investment strategies while providing retirement plan advisory services and periodic financial plan reviews.
Lynn F
Series 63
Chesterton, IN
Compass Financial Advisors LLC
Lynn Fisel is a financial advisor with Compass Financial Advisors LLC in Chesterton, Indiana, holding a Series 63 license and over 34 years of industry experience. She has been with Compass Financial Advisors since 1993. Outside of her advisory role, she is a certified public accountant and serves as chairman of the Hebron United Methodist Church Endowment Committee and treasurer of the Hebron Lions Club. Compass Financial Advisors serves individuals, including high-net-worth clients, as well as trusts, family offices, and qualified retirement plans. The firm focuses on asset allocation and a long-term buy-and-hold investment approach with periodic reviews, offering both discretionary and non-discretionary services alongside specialized retirement plan advisory capabilities.
Clifford M
Series 63, Series 65
Chesterton, IN
Compass Financial Advisors LLC
Clifford Malings is a financial advisor with Compass Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Compass Financial Advisors since 2005. Outside of his advisory role, he owns Ariel Solutions, LLC, a company specializing in wheelchair accessories. Compass Financial Advisors provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm follows a long-term, buy-and-hold investment approach combined with tactical adjustments as needed and offers both internal and third-party portfolio management.
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