KC
KC

Kurt Campman

30 Years of Experience
Newport Beach, CA
1 DisclosureBroker

Kurt Campman is a registered investment advisor at Wells Fargo Advisors, based in Newport Beach, CA, with 30 years of industry experience. Kurt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

520 Newport Center Dr Ste 1700, Newport Beach, CA, 92660

Get directions

History

Regulatory History (1)
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.
Customer Dispute
January 1999
Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2012 - Present · 14 yrs 9 mos
Wells Fargo Advisors
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2002 - January 2012 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1996 - January 2012 · 15 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors