Best Investors Account Sign in
Inactive

Kaitlin Christine Jones

Compound Planning, Inc.

Moscow, ID

New York, NY

CRD 6267907

Claim This Profile
Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-08
OR RA APPROVED 2025-10-08
ID RA APPROVED 2025-06-11
WA RA APPROVED 2025-06-11
  • CA RA
    APPROVED
    Since 2025-10-08
  • OR RA
    APPROVED
    Since 2025-10-08
  • ID RA
    APPROVED
    Since 2025-06-11
  • WA RA
    APPROVED
    Since 2025-06-11

Branch Locations

110 S Main St, Moscow, ID 83843 • United States

115 Broadway 5Th Floor, New York, NY 10006 • 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
OrganizationCityStateFromTo
Hrc Wealth Management, Llc Moscow ID 01/2012 01/2017
Northstar Financial Management Inc. Moscow ID 01/2017 06/2025
Intuit Turbo Tax Moscow ID 01/2020 04/2020
Compound Planning, Inc. Moscow ID 06/2025 Present
Previous Registrations
  • 2017-03-28 → 2025-12-05
    Northstar Financial Management, Inc.
    Moscow, ID
  • 2014-01-03 → 2017-10-03
    Hrc Wealth Management, Llc
    Moscow, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-03
  • S65 Uniform Investment Adviser Law Examination
    2014-01-03
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

HRC WEALTH MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES

Nearby Investors

ERIC JOSEPH KIBLEN
JERALD BRADLEY LEWIS
NATHAN SCOTT STRONG

Nearby Offices

HRC WEALTH MANAGEMENT, LLC · MOSCOW, ID
THRIVENT INVESTMENT MANAGEMENT INC. · Moscow, ID
EDWARD JONES · MOSCOW, ID

More in Moscow, ID

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor