Brandon J. Dimicelli

COMPASS FINANCIAL GROUP

WINDCREST, TX 78239

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CRD#: 7417541

Professional summary

Brandon James Dimicelli is a registered financial advisor currently at COMPASS FINANCIAL GROUP located in Windcrest, Texas.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brandon has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

(1.) Independent Insurance Agent, business is investment related. Address: 8940 Fourwinds Dr. Ste 311 Windcrest, TX 78239. Life Insurance and fixed annuity sales. Dates: 01/2009-Current. Time devoted to each month: approximately 80 hrs, 60 of which are during securities trading hours. Independent sales including term life, universal life and fixed indexed annuities. (2.) Eagle Team Financial Pros, LLC. Business is investment related. Address: 563 Bielenberg Dr. Ste. 105 Woodbury, MN 55125. Business is an LLC and I am an independent agent. Life insurance and fixed annuity sales. Dates: 12/2015-Current. Time devoted to each month: approximately 80 hrs, 60 of which are during securities trading hours. Eagle Team is my Independent Marketing Organization for Insurance Sales. I do not receive compensation from Eagle Team (3.) Celliday, LLC; non investment related; address: 8940 Fourwinds Dr. Ste 311 Windcrest, TX 78239; June 2009 Member/Owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon James Dimicelli'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

November 29, 2023 - Present

COMPASS FINANCIAL GROUP

Office #1: 8940 Fourwinds Dr Ste 311, Windcrest, TX 78239

RIA

CRD#: 328412

WINDCREST, TX

Past

August 2, 2021 - January 10, 2024

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Windcrest, TX

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

Texas
(11/29/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/15/2021

Uniform Investment Adviser Law Examination

Current Firm

COMPASS FINANCIAL GROUP

COMPASS FINANCIAL GROUP | SECURE RETIREMENT SOLUTIONS, LLC

CRD#: 328412 / SEC#:

Texas

Registered Investment Advisory firm - (11/29/2023 Approved)

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Contact information

Main Address

16414 San Pedro Avenue Suite 520, San Antonio, TX 78232

Mailing Address

Phone number

(210) 783-0042

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 65,000,000

Red Flags

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

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Brandon J. Dimicelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon James Dimicelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPASS FINANCIAL GROUP

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/2021

Current Firm

COMPASS FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMPASS FINANCIAL GROUP

TRUST BUT VERIFY

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