Poonnasa Corn has been an investment adviser representative at Compass Retirement Group since February 2026, and is not listed among the firm’s executive officers or direct owners.
Compass Retirement Group LLC is a St. Louis, MO firm with $112M under management, 766 clients and 7 advisers across 2 offices, as of its August 2026 filing.
Poonnasa Corn is Chief Operating Officer of Compass Retirement Solutions. She brings over two decades of experience in financial services, accounting and business transformation, and also contributes as a high-net-worth client wealth strategist. She focuses on the firm's operational foundation and growth strategy.
Poonnasa Corn’s longest registration was 10 years at Edward Jones (2015–2026). Before joining Compass Retirement Group in 2026, Poonnasa Corn was registered through Edward Jones.
- Compass WealthCurrent– present · under a yearSt. Louis, MO · Adviser representative · Firm CRD 282420
- Edward Jones– · 10 yearsChesterfield, MO · Adviser representative · Firm CRD 250
Professional designations
Listed by Compass Retirement Group
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Poonnasa Corn is registered as an investment adviser representative in Missouri, since February 2026.
- MissouriSince 27 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 25 June 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 November 2015 |
| Series 7 | General Securities Representative Examination | 8 September 2015 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6496012
- Firm
- Compass Retirement Group · CRD 282420
- Office
- 10326 OLD OLIVE STREET ROAD, St. Louis, MO 63141
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- compassretirementsolutions.com
Where does Poonnasa Corn work?
Poonnasa Corn is an investment adviser representative registered through Compass Retirement Group LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Poonnasa Corn a financial advisor?
Yes. Poonnasa Corn has a current investment-adviser registration in Missouri, through Compass Retirement Group since February 2026.
How many years of experience does Poonnasa Corn have?
Poonnasa Corn has 11 years in the financial industry, since September 2015, across 2 adviser firms.
What exams has Poonnasa Corn passed?
Poonnasa Corn has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in September 2015. FINRA credited Poonnasa Corn with the SIE, which began in October 2018.
Where did Poonnasa Corn work before Compass Retirement Group?
Before Compass Retirement Group, Poonnasa Corn was registered through Edward Jones, November 2015 to February 2026.
Where is Poonnasa Corn based?
Poonnasa Corn’s registered office is in St. Louis, MO.
Is Poonnasa Corn registered with FINRA?
No. Poonnasa Corn has no current broker registration.
Is Poonnasa Corn a CFP?
Compass Retirement Group lists Poonnasa Corn with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Poonnasa Corn, CPA, CFP® biography, compassretirementsolutions.com
How can I verify Poonnasa Corn’s record?
Search CRD 6496012 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Poonnasa Corn’s full registration record.
