A complete list of active advisors currently associated with Compass Lighthouse Capital, LLC
Warmer can help you find a great advisor at Compass Lighthouse Capital, LLC or one who fits your needs even better.
Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering discretionary portfolio management and access to model portfolios managed by third‑party sub‑advisers. The firm assists clients in assessing risk tolerance, selecting appropriate model portfolios, and delivering written financial plans when engaged. Its investment process emphasizes selection and monitoring of third‑party sub‑advisers, using quantitative and qualitative criteria (performance history, risk‑adjusted returns, manager tenure, and style consistency) and periodic reviews to align managers with client objectives. Clients choose risk categories that are correlated to model portfolios and may grant the firm discretionary authority for implementation, while the firm coordinates custody and trading through institutional platforms. The firm’s ownership and compensation structure is a notable distinction: it is wholly owned by a bank holding (Iowa State Bank/Vogel Bancshares), an uncommon arrangement for supported firms, and it receives a share of fees from sub‑advisers rather than billing clients directly for those services. Additionally, some advisory personnel are licensed to sell insurance and may receive commission compensation, and the firm currently does not maintain professional liability insurance—features that introduce different conflicts of interest and operational considerations compared with many peers.
To learn more about the advisors currently working at Compass Lighthouse Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Orange City, IA
| 26
| |
Orange City, IA
| 27
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)