Jose Addink
Investment adviser representative at Compass Financial Group, Inc
8 yearsExperience
1 stateRegistered in
$1.5BFirm assets
14 yearsFirm in business
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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
8 years in the industry.
- Compass Financial Group, IncOct 2023 to now
- U.S. Bancorp Investments, Inc.Feb 2023 to Oct 2023
- U.S. BankJan 2023 to Oct 2023
- Graber & AssociatesDec 2015 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2024
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
- 7704684
- Firm CRD
- 157109