Brockton Yoder, CFP^®

Compass Investments

6529 East Whitestown Parkway
Zionsville, IN 46077

FINANCIAL ADVISOR'S WEBSITE

https://www.compassinvestmentservices.com

(317) 858-6136 CONNECT WITH Brockton

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

General

Brockton Yoder is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Compass Investments in Zionsville, IN and the surrounding communities.

Financial Advisor Overview

Compass Investment Services is a comprehensive financial planning services firm. We strive to provide goal-based plans and advice to families, and businesses. Understanding each client's specific need and objectives allows us to craft a plan uniquely personal to you. Feel free to call for a free consultation at 317-858-6136

Financial Advisor Experience

Brockton is a CERTIFIED FINANCIAL PLANNER™ or CFP®. Brockton received his bachelor's degree in finance from Purdue University. He is also a member of the Financial Planning Association (FPA). Brockton began his career at an investment firm building portfolio's for clients for a couple years. Eventually, leading to the job he has today as a fully comprehensive financial planner. All in all, Brockton has spent roughly 3 years in the industry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Insurance Licenses

Life insurance: Indiana
Health/disability insurance: Indiana
Fixed annuities: Indiana
Variable annuities: Indiana

Broker-Dealer Disclaimer

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. State Bank and Compass Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Compass Investment Services, and may also be employees of State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, State Bank or Compass Investment Services. Securities and insurance offered through LPL or its affiliates are:

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Investment Management, Succession Planning, Long-term Care, Sudden Wealth