Sarah Stamp has been an investment adviser representative at Compass Planning Associates since October 2014, and is not listed among the firm’s executive officers or direct owners. Sarah Stamp holds an MBA from Simmons School of Management. Sarah Stamp studied at Simmons College.
Compass Planning Associates, Inc. is a firm with $214M under management, 72 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Sarah Stamp is Financial Advisor of Compass Planning Associates. She re-joined the Compass Planning team in June 2014, after first working at the firm as an intern while completing her undergraduate and graduate studies in Boston. She helps develop planning and investment recommendations and helps clients implement their investment changes and financial planning tasks.
Sarah Stamp’s longest registration is the current one, 12 years at Compass Planning Associates since 2014. Before joining Compass Planning Associates in 2014, Sarah Stamp was registered through Diversified Asset Management, Inc.
- – present · 12 yearsLongmont, CO · Adviser representative · Firm CRD 128014
- Diversified Asset Management, Inc.– · 3 yearsBoulder, CO · Adviser representative · Firm CRD 112743
- – · under a yearBoston, MA · Adviser representative · Firm CRD 128014
Professional designations
Listed by Compass Planning Associates
- CFP®
Investment adviser representative registrations
Sarah Stamp is registered as an investment adviser representative in 2 states. The first approvals date from February 2018; the most recent is Texas, in August 2020.
- ColoradoSince 9 February 2018
- TexasSince 12 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 March 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sarah M Stamp
- CRD
- 5018295
- Firm
- Compass Planning Associates · CRD 128014
- Office
- Longmont, CO
- Registration
- Investment adviser registration
- In the industry since
- June 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- compassplanning.com
Where does Sarah Stamp work?
Sarah Stamp is an investment adviser representative registered through Compass Planning Associates, Inc. since October 2014, and is not listed among the firm’s executive officers or direct owners.
Is Sarah Stamp a financial advisor?
Yes. Sarah Stamp has a current investment-adviser registration in Colorado and Texas, through Compass Planning Associates since October 2014.
How many years of experience does Sarah Stamp have?
Sarah Stamp has 16 years in the financial industry, since June 2010, across 2 adviser firms.
What exams has Sarah Stamp passed?
Sarah Stamp passed the Series 65 in March 2008.
Where did Sarah Stamp work before Compass Planning Associates?
Before Compass Planning Associates, Sarah Stamp was registered through Diversified Asset Management, Inc., August 2010 to May 2014.
Where is Sarah Stamp based?
Sarah Stamp’s registered office is in Longmont, CO.
Is Sarah Stamp registered with FINRA?
No. Sarah Stamp has no current broker registration.
Is Sarah Stamp a CFP?
Compass Planning Associates lists Sarah Stamp with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Sarah Stamp’s record?
Search CRD 5018295 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Stamp’s full registration record.
