Derek Jay Sensenig

Employer firm

Encompass Advisory Services, LLC CRD 283574

$121M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 07/2019
  Allstate Insurance Co
  San Antonio, TX
• 11/2019 → 01/2020
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2019 → 11/2019
  Roberts Wealth Management
  Sugar Land, TX
• 04/2020 → Present
  Encompass Advisory Services Llc
  Katy, TX
• 08/2019 → 06/2022
  Kansas State University
  Houston, TX
• 06/2021 → 08/2022
  The Leaders Group Inc
  Littleton, CO
• 08/2022 → Present
  Kansas State University
  Houston, TX

Previous Registrations

• 2019-11-11 → 2020-01-20
  Ae Wealth Management, Llc
  Sugar Land, TX
• 2013-11-13 → 2019-08-08
  Allstate Financial Advisors, Llc
  San Antonio, TX
  San Antonio, TX
  Chantilly, VA
  Houston, TX
• 2013-02-05 → 2013-10-21
  Lpl Financial Llc
  San Antonio, TX
• 2011-06-30 → 2013-02-08
  Eagle Strategies Llc
  San Antonio, TX

Other Businesses

-ENCOMPASS ADVISORY SERVICES - 4/7/2020 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - SVP of Financial Planning, Sales, Investment Related, IAR Business, 160 hrs/mo; 160 hrs/mo (during trading hours). -INDEPENDENT INSURANCE AGENT - 4/7/2020 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Insurance agent, Sell insurance, Not Investment Related, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). Independent contractor for insurance marketing organization. -FAMILY FIRST LIFE- 4/15/2020- 23114 Seven Meadows Parkway, Katy, TX 77494, Not investment related, insurance sales, agent, 1 hr/mo, 1 hr/mo (during trading hours), insurance sales. -INVESTMENT PROPERTY-02/05/2025- 7526 Brookdale Bluff Ln, 77407 - Owner - Not Investment related, 5 hrs/mo, 0 hrs/mo during trading hours, owner of investment property. -VISION MOTORSPORTS LLC- 3/1/2024, 20392 Northpark Dr, Ashburn, VA 20147, Not Investment Related, Porsche North America Road Race Team, consultant, 10 hr/mo, 1 hrs/mo (during trading hour)s, provide consulting services for race team as needed. -KSU PROFESSOR-9/1/2022-343D Justin Hall, Manhattan, KS 66502, Kansas State University, not investment related Academics, Practicing Professor, 160 hrs/mo, 40 hrs/mo (during trading hours), teach masters and PhD level courses. -AUTHOR-8/1/2018-23114 Seven Meadows Parkway, Katy, TX 77494, not investment related, author, 1 hr/mo, 1 hr/mo (during trading hours), write peer-reviewed articles for various journals.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-22
• S63 Uniform Securities Agent State Law Examination
  2011-02-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Derek J Sensenig