Sarah Stamp (CRD# 5018295) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 16 years of experience in the finance industry. Sarah Stamp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7047829
Edward Jones
CRD# 2355947
Capital Analysts
CRD# 5900328
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| St. Vrain Valley School District | Longmont, CO | Nov 2022 - Current | 1 |
| Compass Planning Associates Inc. | Boston, MA | Jun 2014 - Current | 9 |
| Practical Financial Group, LLC | Longmont, CO | Jan 2009 - Current | 15 |
| St. Vrain Valley School District | Longmont, CO | Oct 2009 - Mar 2020 | 10 |
| Stamp Real Estate Agency, Lllp | Longmont, CO | Jul 2008 - May 2015 | 6 |
| Diversified Asset Management, Inc. | Boulder, CO | Jul 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- CO
- TX
-
Total Assets Under Management139MILLIONS
-
Total Number of Accounts302ACCOUNTS
-
Average Account Value$459,683
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, LA, MA, NH, NY, TX, VT
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