Kim Wooden, financial advisor Granger IN
93 score

Kim Wooden

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kim D. Wooden
Phone Number: 260-490-7878
Registered State(s):
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
    157
    MILLIONS
  • Total Number of Accounts
    1,242
    ACCOUNTS
  • Average Account Value
    $126,784
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, IA, IL, IN, KY, MI, MN, NC, OH

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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