A complete list of active advisors currently associated with Threshold Compass Strategies, Inc.
Warmer can help you find a great advisor at Threshold Compass Strategies, Inc. or one who fits your needs even better.
Threshold Compass Strategies provides financial planning and consulting to individual clients, offering full financial plans, targeted consultations, ongoing planning support, and public seminars and workshops. The firm does not manage client investment accounts or take custody of assets; clients may implement recommendations through other firms or representatives. The firm’s planning process draws on cash-flow analysis, retirement and estate planning, tax and risk-management reviews to produce written, client-specific recommendations and periodic updates. Threshold documents client objectives and can provide monitoring and implementation guidance as part of ongoing planning, but it does not exercise discretionary trading authority or custody client assets. Distinctive aspects compared with many independent solo advisers include an affiliation with a broker-dealer and the firm’s advisers’ roles as registered representatives and licensed insurance agents, with disclosed potential for external compensation that the firm says it mitigates through disclosures and fiduciary obligations. Threshold also runs fee-based seminars and highlights specialized credentials in divorce financial analysis (CDFA) and behavioral finance (BFA), and offers coaching and speaking services through a separate entity, while using hourly and flat planning fees rather than percentage-of-assets billing.
To learn more about the advisors currently working at Threshold Compass Strategies, Inc., 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 |
|---|---|---|
Sheboygan, WI
| 13
|
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