Best Investors Account Sign in

Kevin Robert Campbell

Strategic Advisers LLC

Brookfield, WI

Cedrburg, WI

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

600 N Barker Road, Brookfield, WI 53045-5982 • United States

Cedrburg, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2013 11/2023
Northwestern Mutual Investment Services, Llc Sheboygan WI 08/2013 11/2023
Risen Hope Community Church Random Lake WI 01/2006 11/2023
Morgan Stanley Mequon WI 07/2014 11/2023
Morgan Stanley Private Bank, N.A. New York NY 05/2018 11/2023
Fidelity Investments Mequon WI 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 11/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2013 → 11/2023
    Northwestern Mutual Investment Services, Llc
    Sheboygan, WI
  • 01/2006 → 11/2023
    Risen Hope Community Church
    Random Lake, WI
  • 07/2014 → 11/2023
    Morgan Stanley
    Mequon, WI
  • 05/2018 → 11/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 11/2023 → Present
    Fidelity Investments
    Mequon, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mequon, WI
  • 2015-04-14 → 2023-11-07
    Morgan Stanley
    Mequon, WI
    Waukesha, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-14
S63 Uniform Securities Agent State Law Examination 1999-09-02
  • S66 Uniform Combined State Law Examination
    2015-04-14
  • S63 Uniform Securities Agent State Law Examination
    1999-09-02

View on SEC IAPD

More in Brookfield, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor