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Amanda Joy Kelderman

Compound Planning, Inc.

Folsom, CA

New York, NY

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Current Employers
Compound Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-03-31
  • IA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Folsom, CA • 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
Rsm Wealth Management, Llc Des Moines IA 06/2018 02/2022
Choreo, Llc Des Moines IA 02/2022 03/2025
Ljk Holdings, Llc Des Moines IA 06/2013 06/2018
Compound Planning Des Moines IA 03/2025 Present
  • 06/2018 → 02/2022
    Rsm Wealth Management, Llc
    Des Moines, IA
  • 02/2022 → 03/2025
    Choreo, Llc
    Des Moines, IA
  • 06/2013 → 06/2018
    Ljk Holdings, Llc
    Des Moines, IA
  • 03/2025 → Present
    Compound Planning
    Des Moines, IA
Previous Registrations
  • 2023-08-30 → 2025-03-25
    Choreo, Llc
    Des Moines, IA
    Rockford, IL
    Des Moines, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-28
  • S65 Uniform Investment Adviser Law Examination
    2023-08-28

View on SEC IAPD

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