Steven Kent Tallman
Investment adviser representative at Compass Financial Services
13 yearsExperience
1 stateRegistered in
$407.4MFirm assets
6 yearsFirm in business
Are you Steven Kent Tallman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Compass Financial ServicesOct 2025 to now
- LPL FinancialOct 2025 to now
- Chevron, IncJul 2018 to Oct 2025
- Corridor Property ManagerMar 2017 to Jul 2018
- Auditor of State of IowaJul 2016 to Dec 2016
- Iowa State UniversityAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
Compass Financial Services
Legal name: Compass Financial Services, Inc.
$407.4MAssets managed
1,105Clients
7Advisers
6 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
- 8176167
- Firm CRD
- 109441