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Derek Jay Sensenig

Investment adviser representative at Encompass Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$121.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. Kansas State UniversityAug 2022 to now
  2. Encompass Advisory Services, LLCApr 2020 to now
  3. The Leaders Group IncJun 2021 to Aug 2022
  4. Ae Wealth Management, LLCNov 2019 to Jan 2020
  5. Roberts Wealth ManagementOct 2019 to Nov 2019
  6. Kansas State UniversityAug 2019 to Jun 2022
  7. Allstate Insurance CoOct 2013 to Jul 2019

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Encompass Advisory Services, LLC

$121.3MAssets managed
433Clients
7Advisers
1 yearIn 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
5875722
Firm CRD
283574
Advisor's SEC record (opens in a new tab)
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