Sarah M Stamp
Investment adviser representative at Compass Planning Associates, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$213.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- ST. Vrain Valley School DistrictNov 2022 to now
- Compass Planning Associates, Inc.Jun 2014 to now
- Practical Financial Group, LLCJan 2009 to now
- ST. Vrain Valley School DistrictOct 2009 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Compass Planning Associates, Inc.
$213.9MAssets managed
72Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5018295
- Firm CRD
- 128014