Kathryn
Dennen
Compass Financial Management LLC
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About this Advisor
Kathryn Dennen is a financial advisor based in Oxford, Connecticut, working with Compass Financial Management LLC. Kathryn has previously held positions at Waterbury Symphony Orchestra, Nylife Securities LLC, New York Life Insurance Company, Lincoln Investment LLC, United Planners' Financial Services Of America A Limited Partner, Compass Financial Management LLC, and Capital Analysts. Kathryn has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Kathryn is part of Compass Financial Management LLC, which operates out of Oxford, Connecticut. The firm has 7 offices and 20 employees. The firm manages assets totaling $409.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Compass Financial Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compass Financial Management LLC Brokerage Details
$409,358,130
20
1,131
$361,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kathryn Dennen Work History
Compass Financial Management LLC
United Planners' Financial Services Of America A Limited Partner
Capital Analysts
Lincoln Investment LLC
Nylife Securities LLC
New York Life Insurance Company
Waterbury Symphony Orchestra
Disclosures
Please visit the SEC profile of Kathryn Dennen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compass Financial Management LLC
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