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Heidi Lynn Kaiser

CAMPBELL & COMPANY INVESTMENT ADVISER LLC·BALTIMORE, Maryland
SIE, Series 7, Series 24, Series 63, Series 99TOClean recordCAMPBELL & COMPANY INVESTMENT ADVISER LLC
2850 QUARRY LAKE DRIVE, BALTIMORE, MD 21209CRD# 3001204Firm CRD# 134332

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heidi Lynn Kaiser · BALTIMORE, MD
Registration
CRD #3001204 · CAMPBELL & COMPANY INVESTMENT ADVISER LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CAMPBELL & COMPANY INVESTMENT ADVISER LLC
CRD 134332 · SEC 801-64244
AUM
$2.5B
Regulatory assets under management
Employees
65
10 client accounts
Services offered by CAMPBELL & COMPANY INVESTMENT ADVISER LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at CAMPBELL & COMPANY INVESTMENT ADVISER LLC →
Introduction

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Frequently Asked Questions

What services does Heidi Lynn Kaiser offer?
Heidi Lynn Kaiser specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BALTIMORE, Maryland for a consultation.
What are Heidi Lynn Kaiser's credentials?
Heidi Lynn Kaiser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heidi Lynn Kaiser located?
Heidi Lynn Kaiser is based in BALTIMORE, Maryland, working with CAMPBELL & COMPANY INVESTMENT ADVISER LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Heidi Lynn Kaiser charge for services?
Heidi Lynn Kaiser's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMPBELL & COMPANY INVESTMENT ADVISER LLC?
CAMPBELL & COMPANY INVESTMENT ADVISER LLC has approximately 65 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMPBELL & COMPANY INVESTMENT ADVISER LLC

Thomas Page Lloyd
BALTIMORE, MD
John Robert Radle
BALTIMORE, MD
Gabriel Allen Morris
BALTIMORE, MD
Richard Mark Johnson
BALTIMORE, MD
Adam Theodore Tremper
BALTIMORE, MD
Joseph Daniel Kelly
BALTIMORE, MD

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