St Louis, MO logo

St Louis, MO Office

Team
Updated today
Compass Wealth logo

Compass Wealth

Team

Firm-wide stats for Compass Wealth

Total advisors

7

Across 2 offices

Clients per advisor

109 Very High

Avg AUM per client

$146,031 Very Low

HNW client ratio

1% Very Low

About

Compass Wealth serves individual and high‑net‑worth clients with discretionary investment management, financial planning, retirement-focused advice, and limited-scope consulting on matters such as estate, real estate, and business interests. The firm delivers ongoing portfolio supervision and coordinates planning with clients’ other advisors.

Its investment process centers on asset-allocation strategies using equities, ETFs and mutual funds, and the firm may allocate portions of portfolios to independent model managers through the AE Wealth Management platform; an options overlay is available as a complement to primary allocations. Financial planning is included in advisory engagements and the firm uses a Wealth.com estate‑planning portal to support document creation and review.

Compared with peers, Compass Wealth is notable for sponsoring a wrap fee program and for using testimonials, endorsements, and advertised third‑party ratings in its marketing — practices that are relatively uncommon for similarly sized team firms. The firm also operates an affiliated insurance agency that places annuities through IMOs (including AdvisorsExcel) and discloses related promoter arrangements and commission‑based incentives and how those conflicts are managed.

Based on Compass Wealth

Expertise

Retirement income strategy Annuities Options & derivatives strategies General estate planning guidance Cash flow / budgeting

Based on Compass Wealth

Occupation focus

Retired Founder/Business Owner

Based on Compass Wealth

Location

10326 Old Olive Street Road

St Louis MO 63141

Advisors at this office

6

Advisors at this office

user avatar

Dossie J

Series 65, Series 66, Series 63

St. Louis, MO

Compass Wealth

Dossie Jennings is a financial advisor at Compass Wealth in St. Louis, MO, holding Series 65, 66, and 63 licenses with one year of industry experience. Prior to joining Compass Wealth, Jennings worked at NYLIFE Securities LLC and New York Life Insurance Company, with earlier roles at Edward Jones and BJC Healthcare. Compass Wealth serves individual and high-net-worth clients with discretionary investment management, financial planning, and retirement-focused advice. The firm emphasizes asset-allocation strategies using equities, ETFs, and mutual funds, and incorporates independent model managers and options overlays as part of its investment process.

Retirement income strategy Annuities Options & derivatives strategies General estate planning guidance Cash flow / budgeting Retired Founder/Business Owner
user avatar

Tamara D

Series 65

St. Louis, MO

Compass Wealth

Tamara Dickerson is a financial advisor at Compass Wealth with a Series 65 credential and four years of industry experience. She previously worked for Hollywood Casino for 13 years prior to joining the financial services field. In addition to her advisory role, she maintains an insurance agent license with various carriers. Compass Wealth serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and retirement-focused advice. The firm emphasizes asset-allocation strategies using equities, ETFs, and mutual funds, with access to independent model managers and options overlays, while coordinating planning with clients’ other advisors.

Retirement income strategy Annuities Options & derivatives strategies General estate planning guidance Cash flow / budgeting Retired Founder/Business Owner
user avatar

Poonnasa C

CFP®, Series 66

St. Louis, MO

Compass Wealth

Poonnasa Corn is a CFP® and holds a Series 66 license, with 11 years of industry experience. She currently serves as an advisor at Compass Wealth and previously worked at Edward Jones for 11 years. Compass Wealth provides discretionary investment management, financial planning, and retirement-focused advice to individual and high-net-worth clients. The firm’s investment approach emphasizes asset allocation using equities, ETFs, and mutual funds, while also employing independent model managers and options overlays.

Retirement income strategy Annuities Options & derivatives strategies General estate planning guidance Cash flow / budgeting Retired Founder/Business Owner

Tracy S

Series 66

St. Louis, MO

Compass Wealth

Tracy Sullivan is a financial advisor at Compass Wealth with Series 66 credentials and one year of industry experience. She previously worked at Edward Jones for seven years and Mercy for four years. Outside of finance, she owns and operates Small Batch Sanctuary LLC, providing yoga instruction for special events, and is involved with Discipleship Collaborative LLC, a book and speaking ministry. Compass Wealth serves individual and high-net-worth clients with discretionary investment management, financial planning, and retirement-focused advice. The firm emphasizes asset-allocation strategies using equities, ETFs, and mutual funds, and coordinates planning with clients’ other advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Active portfolio management Retired Founder/Business Owner Women Professionals
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Airionne S

CFP®, Series 66

St. Louis, MO

Compass Wealth

Airionne Solanke is a CFP® and Series 66–registered advisor with nine years of industry experience. She has worked at Compass Retirement Group LLC since 2017 and has prior experience at Waddell & Reed, Steve Robbins, and Things Remembered. Solanke is also a licensed insurance agent. Compass Wealth serves individual and high-net-worth clients with discretionary investment management, financial planning, and retirement-focused advice. The firm emphasizes asset-allocation strategies using equities, ETFs, and mutual funds, and coordinates planning with clients’ other advisors.

Retirement income strategy Annuities Options & derivatives strategies General estate planning guidance Cash flow / budgeting Retired Founder/Business Owner
user avatar

Marvin M

Series 66

St. Louis, MO

Compass Wealth

Marvin Mitchell is a financial advisor at Compass Wealth in St. Louis, MO, with 19 years of industry experience and a Series 66 designation. He has worked with several firms including Edward Jones, LPL Financial, and ON Investment Management. Outside of his advisory role, he is involved in life coaching through Path to Prosperity, LLC and sells various insurance products with Mitchell Retirement Group, LLC. Compass Wealth serves individual and high-net-worth clients with discretionary investment management, financial planning, and retirement-focused advice. The firm emphasizes asset-allocation strategies using equities, ETFs, and mutual funds, and offers coordinated planning alongside clients’ other advisors.

Retirement income strategy Annuities Options & derivatives strategies General estate planning guidance Cash flow / budgeting Retired Founder/Business Owner
View complete list of advisors at this office
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