Compass Pointe Financial logo

Compass Pointe Financial Employee Directory

Human Resources ServicesOklahoma, United States2-10 Employees

Compass Pointe Financial is an independent, comprehensive financial services firm operating in the human resources services space. Located in Bartlesville, Oklahoma, the firm focuses on helping clients pursue long-term financial success through a broad range of financial planning and advisory services. With a small team, the company serves individuals and organizations seeking guidance on managing financial outcomes over time. The business context positions Compass Pointe Financial among a spectrum of large, established financial services providers, though its local footprint and independent status suggest a client-centered, bespoke approach to financial planning.

Find Compass Pointe Financial employees' phone numbers or email addresses

Compass Pointe Financial Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Compass Pointe Financial's Leadership

  • Wealth Management Associate at Compass Pointe Financial
    C. A.
    Wealth Management Associate
  • Financial Advisor at Compass Pointe Financial
    A. A.
    Financial Advisor
  • Administrative Assistant at Compass Pointe Financial
    H. V.
    Administrative Assistant
  • Analyst at Compass Pointe Financial
    H.
    Analyst

Compass Pointe Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Community & Social Services
  • Legal

Contact profiles from Compass Pointe Financial

Name
Title
Contact
Location
Last Update
  • Wealth Management Associate at Compass Pointe Financial
    C. A.
    Wealth Management Associate
    Jul 01, 2026
  • Financial Advisor at Compass Pointe Financial
    A. A.
    Financial Advisor
    Aug 29, 2026
  • Administrative Assistant at Compass Pointe Financial
    H. V.
    Administrative Assistant
    Sep 19, 2026
  • Analyst at Compass Pointe Financial
    H.
    Analyst
    Oct 17, 2024

Frequently Asked Questions

What is Compass Pointe Financial known for?

Minus sign iconPlus sign icon
Compass Pointe Financial operates in the Human Resources Services industry. You can contact Compass Pointe Financial's main corporate office by phone at . Explore Compass Pointe Financial's company overview page for more information.

What is Compass Pointe Financial's most common email format?

Minus sign iconPlus sign icon
Compass Pointe Financial employees' email format typically follows the pattern of First.Last@cpfguide.com. Trying to find reliable and up-to-date employee contact data? Find more Compass Pointe Financial email formats with LeadIQ.

How many employees does Compass Pointe Financial have currently?

Minus sign iconPlus sign icon
Compass Pointe Financial has approximately 10 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Compass Pointe Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Compass Pointe Financial's key employees include:

  • Wealth Management Associate: C. A.
  • Financial Advisor: A. A.
  • Administrative Assistant: H. V.
  • Analyst: H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.