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KE

Kevin J. Ebbink

COMPASS FINANCIAL SERVICES
WINSTON-SALEM, NC 27104
Some features on this profile are disabled
CRD#: 4909214
KE

Professional summary

Kevin John Ebbink, who also goes by Kevin John Jerome Russell, is a registered financial advisor currently at COMPASS FINANCIAL SERVICES, INC. located in Winston-salem, North Carolina.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kevin has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kevin John Jerome Russell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin John Ebbink's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 2, 2025 - Present

COMPASS FINANCIAL SERVICES, INC.

Office #1: 108 Cambridge Plaza Drive Suite B, Winston-salem, NC 27104
RIA
CRD#: 336559
WINSTON-SALEM, NC
Past

August 4, 2021 - October 1, 2025

STRATEGIC BLUEPRINT, LLC

RIA
CRD#: 284840
Winston Salem, NC
Past

March 8, 2005 - September 7, 2021

COMPASS FINANCIAL SERVICES, INC.

RIA
CRD#: 133742
Winston Salem, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(10/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/9/2005
Uniform Investment Adviser Law Examination

Current Firm

CF
COMPASS FINANCIAL SERVICES, INC.
COMPASS FINANCIAL SERVICES, INC.

CRD#: 336559 / SEC#:

North Carolina
Registered Investment Advisory firm - (10/2/2025 Approved)
PREMIUM
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Contact information

Main Address
108 Cambridge Plaza Drive Suite B, Winston-salem, NC 27104
Mailing Address
Phone number
(336) 768-5111
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COMPASS FINANCIAL SERVICES, INC.

CRD#: 336559Winston-salem, NC 27104

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