BK
CFP · ChFC
BK
CFP · ChFC

Brian Kampbell

25 Years of Experience
Fife, WA
BrokerSells Insurance

Brian Kampbell is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fife, WA, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4301 A Industry Dr E, Fife, WA, 98424

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History

Regulatory History
Clean regulatory record

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.

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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 · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 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 Registrations11 states
AZCACTFLGAHIIDNYORUTWA
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.
Brian Kampbell - Financial Advisor | TrueAdvisor