TrueAdvisor
TrueAdvisor
MI
MI

Michael J Iacampo

Naples Wealth Planning
33 Years of Experience
4 DisclosuresMay Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Naples Wealth Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
358 clients
Average Client Portfolio
$995K average
Assets Under Management
$356.3M

Fee Structure

Minimum Investment:$250K

Location

1016 Collier Center Way, Suite 201, Naples, FL, 34110

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2024
Pending
Employment Separation After Allegations
November 2020
Customer Dispute
July 2008
Denied
Customer Dispute
August 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is dually registered with Naples Wealth Planning and American Global Wealth Management, Inc. About 90% of Michael's time is dedicated to his role as an investment advisor representative, with the remainder spent as a registered representative.

Employment History
Current Registrations
Naples Wealth Planning
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Imprint Wealth LLC
July 2024 - September 2024 · 2 mos
American Global Wealth Management, INC.Broker
October 2023 - September 2025 · 1 yr 11 mos
Imprint Wealth LLC
September 2023 - June 2024 · 9 mos
Laidlaw Wealth Management LLC
April 2021 - August 2023 · 2 yrs 4 mos
Laidlaw & Company (UK) LTD.Broker
January 2021 - August 2023 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLC
September 2011 - December 2020 · 9 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
September 2011 - December 2020 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - October 2011 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - October 2011 · 3 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - October 2008 · 1 yr 6 mos
Morgan Stanley & CO. Incorporated
April 2007 - October 2008 · 1 yr 6 mos
Morgan Stanley
July 2003 - April 2007 · 3 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 2003 - April 2007 · 3 yrs 9 mos
Credit Suisse First Boston
January 2003 - July 2003 · 6 mos
Credit Suisse First Boston LLCBroker
January 2003 - July 2003 · 6 mos
Donaldson Lufkin & Jenrette Securities Corporation
December 1994 - January 2003 · 8 yrs 1 mo
Donaldson, Lufkin & Jenrette Securities CorporationBroker
December 1994 - January 2003 · 8 yrs 1 mo
Morgan Stanley & CO., IncorporatedBroker
October 1991 - December 1994 · 3 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.