BK
CFP · ChFC
BK
CFP · ChFC

Brian Kampbell

26 Years of Experience
Tacoma, WA
BrokerSells Insurance

Brian Kampbell is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tacoma, WA, with 26 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

2501 N Alder Street, Tacoma, WA, 98406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brian owns Kampbell Financial LLC and is co-owner/president of FLS Financial Group LLC, both DBAs for financial and insurance services, dedicating full-time hours to each. He also works as an insurance agent selling various fixed insurance products, and is a board member at Bellarmine Preparatory School, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
April 2006 - June 2021 · 15 yrs 2 mos
Voya Financial Advisors, INC.Broker
September 2002 - June 2021 · 18 yrs 9 mos
Hornor, Townsend & Kent, INC.Broker
July 2000 - September 2002 · 2 yrs 2 mos
State Registrations13 states
AZCACTFLGAHIIDILNYORSCUTWA
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.
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