Elizabeth Dennen has been an investment adviser representative at Compass Financial Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Management LLC is a Tampa, FL firm with $894M under management, 2,228 clients and 31 advisers across 37 offices, as of its May 2026 filing.
- – present · under a yearFairview, TX · Adviser representative · Firm CRD 156345
Investment adviser representative registrations
Elizabeth Dennen is registered as an investment adviser representative in Texas, since July 2026.
- TexasSince 22 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 May 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8317763
- Firm
- Compass Financial Management · CRD 156345
- Office
- Fairview, TX
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Dennen work?
Elizabeth Dennen is an investment adviser representative registered through Compass Financial Management LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Dennen a financial advisor?
Yes. Elizabeth Dennen has a current investment-adviser registration in Texas, through Compass Financial Management since July 2026.
How many years of experience does Elizabeth Dennen have?
Elizabeth Dennen has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Elizabeth Dennen passed?
Elizabeth Dennen passed the Series 65 in May 2026.
Where is Elizabeth Dennen based?
Elizabeth Dennen’s registered office is in Fairview, TX.
Is Elizabeth Dennen registered with FINRA?
No. Elizabeth Dennen has no current broker registration.
How can I verify Elizabeth Dennen’s record?
Search CRD 8317763 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Dennen’s full registration record.
- Matthew MarkowskiDirector/CCO/Managing Member
- Michael MarkowskiDirector/Managing Member
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