What departments does Compass Pointe Financial have?

Compass Pointe Financial has employees across 2 departments including Finance, Analytics.

What is the largest department at Compass Pointe Financial?

The largest department at Compass Pointe Financial is Finance with 4 employees.

Where are Compass Pointe Financial employees located globally?

Compass Pointe Financial has employees across 1 continents and 1 countries including United States Of America.

How has Compass Pointe Financial's team size changed over time?

Compass Pointe Financial's team has grown from approximately 6 to 9 employees based on available data.

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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.

Compass Pointe Financial Global Highlights

North America
17

United States Of America
17

Compass Pointe Financial's Leadership

C. B.
Chief Compliance Officer
Mobile Phone
Email
S. D.
Client Relations Manager
Mobile Phone
Email
A. J.
Investment Specialist
Mobile Phone
Email
C. A.
Wealth Management Associate
Mobile Phone
Email
A. A.
Financial Advisor
Mobile Phone
Email
S. S.
Finance Analyst
Mobile Phone
Email
J. M.
Registered Assistant
Mobile Phone
Email
H. V.
Administrative Assistant
Mobile Phone
Email

Compass Pointe Financial Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Community & Social Services
Legal

Contact profiles from Compass Pointe Financial

Name

Title

Contact Info

Location

Last Update

H.
Analyst
Mobile Phone
Email
Oct 17, 2024
J. M.
Registered Assistant
Mobile Phone
Email
United StatesOklahoma
Jul 14, 2025

Frequently Asked Questions

What is Compass Pointe Financial known for?

Compass Pointe Financial operates in the Human Resources Services industry. The company's main headquarters is located in 3851 Tuxedo Boulevard Suite e Bartlesville, Oklahoma 74006 United States; you can contact the main corporate office by phone at

+1-918-481-****

. Explore Compass Pointe Financial's company overview page for more information.

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

Compass Pointe Financial employees' email format typically follows the pattern of . 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?

Compass Pointe Financial has approximately 10 employees as of May 2026. These team members are located across 1 continents, including North America.

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

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

Chief Compliance Officer: C. B.
Client Relations Manager: S. D.
Investment Specialist: A. J.
Wealth Management Associate: C. A.
Financial Advisor: A. A.

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Compass Pointe Financial Employee Directory

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