Julie Hokit

Associate Wealth Advisor

As a Wealth Advisor, Julie serves the firm in developing, implementing and monitoring personalized financial plans for our clients. She enjoys guiding our clients as they navigate the milestones of life and retirement. Julie is originally from McAlester and is now living in Shawnee with her husband and her youngest of 5 boys. When she isn’t working, Julie is watching her son Rhett play high school football and baseball.

Check the background of investment professionals on FINRA’s BrokerCheck.

Julie@compasscapitalmgt.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Compass Capital Management, LLC, a Registered Investment Advisor. Cambridge and Compass Capital Management, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AR, CA, CO, IA, KS, MA, MO, OH, OK, SD, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)
Compass Capital Management Form ADV Part 2A
Compass Capital Management Form ADV Part 3

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Compass Capital Management, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Compass Capital Management, LLC