Kurtis Campbell is a registered investment advisor, based in Springboro, OH, with 17 years of industry experience.
Location
36 S Richards Run, Suite C, Springboro, OH, 45066
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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
Kurtis is a partner at Rooftop Financial Services LLC, a 30% owner of Pohlman, Talmage, Brown & Campbell CPAs, Inc. (spending about half his time on accounting/tax and half on financial planning), and owner of a commercial real estate building. He also sells annuities and insurance products, and is a partner at PTBC CPAS/Financial Services, spending nearly full-time there.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations13 states
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