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Chad S. Campbell

CAPITAL FINANCIAL PLANNERS, LLC·SALEM, Oregon
Unclaimed Profile
1640 LIBERTY ST SE, SALEM, OR 97302CRD# 6163605Firm CRD# 310168
01

About

Chad S. Campbell is a registered financial advisor based in SALEM, Oregon, affiliated with CAPITAL FINANCIAL PLANNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL FINANCIAL PLANNERS, LLC
CAPITAL FINANCIAL PLANNERS
AUM
$216M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CAPITAL FINANCIAL PLANNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6163605
Firm CRD# 310168
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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