Drue Kampmann
Drue Kampmann is a registered investment advisor at Tfp Management, LLC, based in Bettendorf, IA, with 18 years of industry experience. Drue operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 573 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.60% |
Fee may be negotiable.
Fee Estimator
Location
3475 Utica Ridge Road, Bettendorf, IA, 52722
Get directionsHistory
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
Drue is involved with DK Wealth Management, selling fixed annuities, life insurance, and long-term care insurance, dedicating about 10-20% of his time. He also manages commercial real estate through Metro Valley Partners, LLC (minimal time), is an investment adviser representative with Alphastar Capital Management, LLC (minimal time), and his spouse distributes health products through IT Works Global (minimal time, spouse handles all work).
Employment History
Current Registrations
Tfp Management, LLC
Previous Registrations
Alphastar Capital Management, LLC
True Financial Partners
Results One Financial, LLC
Poterack Capital Advisory, INC.
Madison Avenue Advisors, INC.
State Registrations1 state
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