Kathryn Aiksnoras Dennen
Investment adviser representative at Compass Financial Management LLC
11 yearsExperience
1 stateRegistered in
$893.8MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Compass Financial Management LLCFeb 2020 to now
- United Planners' Financial Services of America a Limited PartnerDec 2019 to Dec 2019
- Capital AnalystsApr 2016 to Dec 2019
- Lincoln Investment LLCDec 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CT).
Compass Financial Management LLC
$893.8MAssets managed
2,228Clients
45Advisers
6 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
- 6174969
- Firm CRD
- 156345