Brian D. Eilers,  CFP<sup>&reg;</sup> - Financial Advisor

Brian D. Eilers, CFP®

CIMA®

Owner

The Compass Wealth Group, LLC

455 E Pikes Peak Ave, Ste 301
Colorado Springs, CO 80903

The Compass Wealth Group, LLC

5920 Yellowstone Rd
Cheyenne, WY 82009
FINANCIAL ADVISOR'S WEBSITE
(719) 632-4188
(307) 635-6644

General

Brian Eilers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Compass Wealth Group, LLC in Colorado Springs, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 51, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. The Compass Wealth Group is not a registered broker dealer and is independent of Raymond James Financial Services.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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