Inactive

Sarah M Stamp

Compass Planning Associates, Inc.

Claim This Profile

Current Employers

Compass Planning Associates, Inc.

Greenfield, MA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-08-12
CO	RA	APPROVED	2018-02-09

TX RA
APPROVED

Since 2020-08-12
CO RA
APPROVED

Since 2018-02-09

Branch Locations

Greenfield, MA • United States

Longmont, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
St. Vrain Valley School District	Longmont	CO	10/2009	03/2020
Practical Financial Group, Llc	Longmont	CO	01/2009	Present
Compass Planning Associates Inc	Greenfield	MA	06/2014	Present
St. Vrain Valley School District	Longmont	CO	11/2022	Present

10/2009 → 03/2020

St. Vrain Valley School District

Longmont, CO
01/2009 → Present

Practical Financial Group, Llc

Longmont, CO
06/2014 → Present

Compass Planning Associates Inc

Greenfield, MA
11/2022 → Present

St. Vrain Valley School District

Longmont, CO

Previous Registrations

2010-08-24 → 2014-05-29

Diversified Asset Management, Inc.

Boulder, CO
2008-03-25 → 2008-10-29

Compass Planning Associates, Inc.

Greenfield, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-03-17

S65 Uniform Investment Adviser Law Examination

2008-03-17

Designations

Other Names

Sarah Heller

View on SEC IAPD

More in Greenfield, MA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor