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Ashley Maria Tucker

Investment adviser representative at Compass Financial Group, Inc
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Compass Financial Group, IncNov 2017 to now
  2. First Premier BankJun 2015 to Nov 2017

Designations

  • ChFC®

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (SD).

Compass Financial Group, Inc

$1.5BAssets managed
2,826Clients
7Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7416907
Firm CRD
157109
Advisor's SEC record (opens in a new tab)
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