Mark Halverson
Compass Capital Management · Minneapolis, Minnesota
Mark Halverson is a fee-only financial advisor at Compass Capital Management in Minneapolis, Minnesota. Compass Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Compass Capital Management |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.56B across 1,676 accounts |
| SEC registration | Investment adviser representative in MN · CRD 4097793 |
| Exams passed | Series 66 (2006) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.compasscap.com |
How Mark's firm compares
- Compass Capital Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,676 accounts).
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Questions about Mark
Is Mark Halverson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Compass Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Compass Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Halverson based?
Mark Halverson is based in Minneapolis, Minnesota.
Is Mark Halverson registered with the SEC?
Yes. Mark Halverson is registered as an investment adviser representative in MN (CRD 4097793), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Capital Management manage?
Compass Capital Management reports $2.56B across 1,676 accounts in assets under management.
How do I contact Mark Halverson?
Through Mark's website, www.compasscap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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