Cetera Investment Advisers
45yrs
Top advisor by experience in Fort Wayne
26yrs
Michael Simpson
Full name on record: Michael Howard Simpson
Financial advisor at Compass Financial Advisors
Based in Fort Wayne, Indiana, Michael Simpson is a financial advisor with 26 years of industry experience. Michael has been with Compass Financial Advisors since 2002; before that, Michael spent a year at Questar Asset Management and two years at Vestax Securities. Compass Financial Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors in Fort Wayne
Office9933 Dupont Circle Drive West Suite 100, Fort Wayne, IN 46825
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$305,408
Advisors at the firm7
States licensed ?1 state
Services through Compass Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Feb 2005 – Nov 2005Questar Asset Management, Inc.Previously
- 2002 – nowCompass Financial Advisors LLCCurrent firm
- Oct 2000 – Jun 2002Vestax Securities CorporationPreviously
Contact Michael
(260) 490-7878Compass Financial Advisors main office 9933 Dupont Circle Drive West Suite 100Fort Wayne, IN 46825Office · Get directions LinkedIn pageCompass Financial Advisors
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Compass Financial Advisors at (260) 490-7878 and ask for Michael Simpson. Michael works from the Fort Wayne, IN office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2000, about 26 years. More experience than 74% of advisors in Fort Wayne.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Compass Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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