Rod Kamps
Rod Kamps is a CFP-designated registered investment advisor at Financial Advisors Network, INC., based in Tustin, CA, with 33 years of industry experience. Rod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 823 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Advisors Network offers investment management through its wrap comprehensive portfolio management program, charging an annual advisory fee based on a percentage of the value of your portfolio. The exact fee schedule is detailed in your agreement. Additionally, the firm offers SEI program accounts where it charges an annual advisory fee of up to 1.30% of your assets, payable quarterly in arrears.
Location
1432 Edinger Ave, Suite 200, Tustin, CA, 92780
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rod is involved in several business activities, including real estate rentals, insurance services, accounting, and trust deed investments. He spends about a quarter of his time on Kamps, Inc., a DBA for tax/investment purposes, and about 10-20% of his time with First Trust Deed Investments, Inc.
Employment History
Current Registrations
Financial Advisors Network, INC.
Previous Registrations
Financial Advisors Network, INC.
The Financial Advisors Network
LPL Financial LLC
LPL Financial LLCBroker
Cal Fed InvestmentsBroker
Invest Financial CorporationBroker
Invest Financial CorporationBroker
Chatfield Dean & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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