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Compass Financial Advisors

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Kim Wooden

Financial Advisor

Kim is an Illinois native. She moved to the Michiana area in 1987.  Her Bachelor of Science degree is from DePaul University in Chicago where she graduated with an honors Accounting degree and passed the CPA exam in 1986.  Then, in 1993 she received her Master’s in Business Administration from Indiana University South Bend.  She was part of the investment team at a local trust department until 1999 when she obtained an investment franchise with another financial company.  In 2015 Kim joined Compass Financial, a registered investment advisor. 

 Shortly after graduating from IUSB, she was asked to join the faculty as an adjunct professor where she is still teaching economics part-time today.  Kim enjoys developing financial plans for clients and has a small tax and accounting business to round out her services – for both families and businesses. 

Retirement plans for businesses are available and retirement planning for families are a mainstay of her practice.  Her services include many product solutions such as mutual funds, stocks, bonds, annuities, and life insurance.  In her spare time, she loves watching the sun set over Lake Michigan, she loves dogs and gardening.  Her friend Jenn recently had a baby that Kim enjoys spending time with.  She is a member of Hope Community Church in Niles, Michigan, and is active in the DeColores and BSF International communities.

Niles Office

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Latest Market News

 Stocks fell for the week as investors grappled with higher bond yields, political risks around the globe, trade tensions and higher energy prices. The real estate and utilities sectors, which tend to be bond proxies due to their high dividend yields, lost over 2% for the week. By contrast, the materials and energy sectors posted the biggest gains as investors are starting to price in higher inflation expectations. In economic news, retail sales rose 0.3% in April, in-line with forecasts, as higher paychecks from tax-cuts offset rising fuel costs. In stock news, both Walmart Inc.

 Treasury prices dropped moderately over the course of the week on strong economic data and speculation that both the Federal Reserve and European Central Bank may raise interest rates more quickly than previously expected. On Tuesday, April Advance Retail Sales were solid while March sales figures were revised to 0.8%, and May Empire Manufacturing was higher than expected, causing a risk-on environment which led to a significant drop in Treasury prices. It was also reported on Tuesday that the U.S.

 View from the Observation Deck  

Securities offered through Harbour Investments, Inc.,
member FINRA/SIPC. http://www.finra.org/
http://www.sipc.org/about-sipc

Investment Advisory Services offered through
Compass Financial Advisors, LLC,
a registered Advisor. 
Compass Financial Advisors, LLC &
Harbour Investments, Inc.
are separate entities.

Check the background of this firm
on FINRA's Broker Check