Kim WoodenCRD Number: 3073838
Current Firm: Compass Financial Advisors LLC
Kim Wooden (CRD# 3073838) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Granger, IN and has over 18 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Harbour Investments, Inc.||Madison, WI||May 2016 - Current||< 1|
|Compass Financial Advisors||Granger, IN||Nov 2015 - Current||< 1|
|Securities America Inc.||Granger, IN||Nov 2015 - Current||< 1|
|American Express Financial Advisors Inc.||South Bend, IN||Jan 1999 - Nov 2015||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management157MILLIONS
Total Number of Accounts1,242ACCOUNTS
Average Account Value$126,784
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IA, IL, IN, KY, MI, MN, NC, OH
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