Email
jmcpartland@compassfpinc.com
Phone
Disclaimer

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPCOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Please remember to contact Compass Financial Partners if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services.  A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request. Representatives of Osaic Wealth do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.

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151 5th Avenue SE
Suite 300
Cedar Rapids, IA 52401
United States

First Name
Jim
Last Name
McPartland
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Fax
319-200-4346
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.