Derek Sensenig has been Partner, Member of Encompass Advisory Services since January 2021, is a control person of the firm and directly owns under 5% of it. Derek Sensenig holds a Bachelor's degree in Business Management/Human Resources from Park University, a Master's degree in Business Administration from Webster University, a Master's degree in Personal Financial Planning from Kansas State University and a Ph.D. in Personal Financial Planning from Kansas State University.
Encompass Advisory Services, LLC is a Katy, TX firm with $121M under management, 433 clients and 7 advisers in one office, as of its September 2026 filing.
Derek J. Sensenig is Partner, Investment Advisor of Encompass Advisory Services. He joined the firm in 2020 after earlier roles in financial services as a Regional Financial Sales Leader, Supervisory Principal and Sales Consultant. Before entering the industry, he served in the United States Air Force as a Technical Sergeant and as a Military Training Instructor.
Derek Sensenig’s longest registration is the current one, 6 years at Encompass Advisory Services since 2020. Before joining Encompass Advisory Services in 2020, Derek Sensenig was registered through Ae Wealth Management, LLC and Allstate Financial Advisors, LLC.
- – present · 6 yearsKaty, TX · Adviser representative · Firm CRD 283574
- Ae Wealth Management, LLC– · under a yearSugar Land, TX · Adviser representative · Firm CRD 282580
- Allstate Financial Advisors, LLC– · 5 yearsHouston, TX · Adviser representative · Firm CRD 109524
- LPL Financial LLC– · under a yearSan Antonio, TX · Adviser representative · Firm CRD 6413
- Eagle Strategies LLC– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 110826
Professional designations
Listed by Encompass Advisory Services
- Chartered Financial Consultant® (ChFC®)
- Certified Life Underwriter® (CLU®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Derek Sensenig is registered as an investment adviser representative in 2 states. The first approvals date from April 2020; the most recent is California, in September 2024.
- CaliforniaSince 23 September 2024
- TexasSince 17 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 27 April 2014 |
| Series 24 | General Securities Principal Examination | 21 March 2014 |
| Series 66 | Uniform Combined State Law Examination | 22 June 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 February 2011 |
| Series 7 | General Securities Representative Examination | 27 January 2011 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Derek Jay Sensenig
- CRD
- 5875722
- Firm
- Encompass Advisory Services · CRD 283574
- Role
- Partner, Member
- Office
- 23114 SEVEN MEADOWS PARKWAY, Katy, TX 77494
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- easadvice.com
Where does Derek Sensenig work?
Derek Sensenig has been Partner, Member of Encompass Advisory Services, LLC since January 2021, and is a control person of the firm.
Is Derek Sensenig a financial advisor?
Yes. Derek Sensenig has a current investment-adviser registration in California and Texas, through Encompass Advisory Services since April 2020.
How many years of experience does Derek Sensenig have?
Derek Sensenig has 15 years in the financial industry, since August 2011, across 5 adviser firms.
What exams has Derek Sensenig passed?
Derek Sensenig has passed 6 licensing exams: the Series 7, Series 63, Series 66, Series 24, Series 53 and Series 52TO. The earliest, the Series 7, was passed in January 2011. FINRA credited Derek Sensenig with the SIE, which began in October 2018.
Where did Derek Sensenig work before Encompass Advisory Services?
Before Encompass Advisory Services, Derek Sensenig was registered through Ae Wealth Management, LLC, November 2019 to January 2020; Allstate Financial Advisors, LLC, November 2013 to August 2019; LPL Financial LLC, February 2013 to October 2013; Eagle Strategies LLC, June 2011 to February 2013.
Where is Derek Sensenig based?
Derek Sensenig’s registered office is in Katy, TX.
Is Derek Sensenig registered with FINRA?
No. Derek Sensenig has no current broker registration.
Is Derek Sensenig a CFP?
Encompass Advisory Services lists Derek Sensenig with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Derek Sensenig’s record?
Search CRD 5875722 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Sensenig’s full registration record.
