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Julie Kay Greer

ShareholderCompass Financial Services, Inc.CRD 4978605

About Julie Kay Greer

Julie Kay Greer is listed as Shareholder at Compass Financial Services, Inc. in West des Moines, IA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Compass Financial Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Julie Kay Greer work?

Julie Kay Greer is listed as Shareholder at Compass Financial Services, Inc. on SEC Form ADV.

How much of Compass Financial Services, Inc. does Julie Kay Greer own?

Form ADV reports a beneficial ownership band of 10-25%.

Compass Financial Services, Inc.

TitleShareholder
Ownership10-25%
Control personNo
Since2017