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Business Profile

Financial Services

Compass Personal Advisors
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BBB Accredited BusinessA+Rated by BBB
Visit Website(316) 858-1506Email BusinessWrite a Review

About

Overview

Compass Personal Advisors

10333 E 21st St N # 402

Wichita, KS 67206-3547

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Compass Personal Advisors has 2 locations, listed below.

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    BBB Accreditation & Rating

    Compass Personal Advisors is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Kimberly Read provides financial advisory services, including investment management, estate planning, and retirement strategies. The company assists clients with asset allocation, risk management, and tailored financial planning solutions.

    BBB Accredited Since: 8/16/2011

    Years in Business: 26

    Products and Services

    This company offers retirement planning strategies women's financial strategies giving domestic partner planning saving for education estate planning saving for education estate planning strategies.

    Business Details

    Local BBB:
    BBB of Midwest Plains
    BBB File Opened:
    8/15/2011
    Business Started:
    7/1/1999
    Type of Entity:
    Sole Proprietorship
    Alternate Names:
    Kimberly Read, Ameriprise Financial
    Ameriprise Financial Services/Kimberly Read
    Business Management:
    Jaymie Faust, Office Manager/Authorized Representative

    Additional Contact Information

    Principal Contacts
    Kimberly Read, Private Wealth Advisor/Authorized Representative
    Customer Contacts
    Kimberly Read, Private Wealth Advisor/Authorized Representative
    Jaymie Faust, Office Manager/Authorized Representative
    Additional Phone Numbers
    Other Phone: (620) 663-9505
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Business Categories
    Financial Services, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Advisory Services, Financing, Financial Consultants, Investment Management, Estate Planning and Management, Long Term Care Insurance, Annuities, Investment Seminars, Wealth Management

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    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.