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Ezekiel Myles Klosterman

Investment adviser representative at Compass Financial Group, Inc
14 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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

14 years in the industry.

  1. Compass Financial Group, IncJan 2022 to now
  2. State Farm InsuranceMay 2019 to Dec 2021
  3. Premier BankcardJun 2018 to May 2019
  4. Manley TireAug 2015 to Jun 2018
  5. Lighthouse Academy/university of South DakotaJan 2012 to Jun 2021

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

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
7535183
Firm CRD
157109
Advisor's SEC record (opens in a new tab)
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