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 19 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||2|
|Securities America Inc.||Granger, IN||Nov 2015 - Current||2|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.