Unclaimed Profile

Chad S. Campbell

CAPITAL FINANCIAL PLANNERS, LLC·SALEM, Oregon

SIE, Series 7, Series 65, Series 66CFPClean record13 years registeredCAPITAL FINANCIAL PLANNERS, LLC

1640 LIBERTY ST SE, SALEM, OR 97302CRD# 6163605Firm CRD# 310168

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad S. Campbell · SALEM, OR

Registration

CRD #6163605 · CAPITAL FINANCIAL PLANNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

CAPITAL FINANCIAL PLANNERS

Sep 2020 – present

KMS FINANCIAL SERVICES, INC

Jul 2013 – Oct 2020

SALEM, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · July 3, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FINANCIAL PLANNERS, LLC

CRD 310168 · SEC 801-119386

AUM

$216M

Regulatory assets under management

Employees

550 client accounts

Services offered by CAPITAL FINANCIAL PLANNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL FINANCIAL PLANNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Chad S. Campbell offer?

Chad S. Campbell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALEM, Oregon for a consultation.

What are Chad S. Campbell's credentials?

Chad S. Campbell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad S. Campbell located?

Chad S. Campbell is based in SALEM, Oregon, working with CAPITAL FINANCIAL PLANNERS, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.

How does Chad S. Campbell charge for services?

Chad S. Campbell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL FINANCIAL PLANNERS, LLC?

CAPITAL FINANCIAL PLANNERS, LLC has approximately 5 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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