Kevin John Christ
Investment adviser representative at Compass Financial Management LLC
10 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
10 years in the industry.
- Compass Financial Management LLCJul 2026 to now
- Family Tree Estate PlanningFeb 2026 to now
- Stealth Monitoring/ecamApr 2024 to Jan 2026
- Parcel PendingApr 2022 to Apr 2024
- Easy BreatheAug 2019 to Apr 2022
- Robert HalfFeb 2019 to Jul 2019
- Hst Pathways - CasetabsNov 2017 to Oct 2019
- Acs SecurityJul 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6485486
- Firm CRD
- 156345