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Poonnasa Corn

Investment adviser representative at Compass Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$111.9MFirm 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 assets

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Compass WealthFeb 2026 to now
  2. Compass Retirement Group LLCFeb 2026 to now
  3. Edward JonesJun 2015 to Feb 2026

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (MO).

Compass Wealth

Legal name: Compass Retirement Group LLC

$111.9MAssets managed
766Clients
7Advisers
4 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
6496012
Firm CRD
282420
Advisor's SEC record (opens in a new tab)
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