Charles Bradley Campbell

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 07/2017
  Capitalrock Investments, Llc
  Naples, FL
• 05/2016 → 07/2017
  Platinum Wealth Partners
  Naples, FL
• 07/2017 → 04/2022
  Breiter Capital Management, Inc.
  Bradenton, FL
• 04/2022 → Present
  Wealth Enhancement Group
  Naples, FL
• 04/2022 → Present
  Wealth Enhancement Advisory Services
  Naples, FL

Previous Registrations

• 2017-08-03 → 2022-04-05
  Integra Capital Advisors
  Bonita Springs, FL
  Naples, FL
  Bradenton, FL
• 2013-03-15 → 2017-08-04
  Capitalrock Investments, Llc
  Naples, FL
• 2016-06-14 → 2017-07-31
  Platinum Wealth Partners
  Naples, FL
  Tampa, FL
• 2015-05-27 → 2016-03-23
  Qid Llc
  Naples, FL
• 2012-05-24 → 2013-04-04
  First Allied Advisory Services, Inc.
  Naples, FL
• 2010-10-07 → 2012-07-02
  First Allied Securities, Inc.
  Bonita Springs, FL
• 2002-06-25 → 2008-12-31
  State Farm Investment Management Corp.
  Naples, FL
  Naples, FL

Other Businesses

1.) WEALTH ENHANCEMENT GROUP - DBA NAME FOR WEALTH ENHANCEMENT ADVISORY SERVICES - BONITA SPRINGS, FL 2.) DIOCESE OF VENICE PENSION PLAN INVESTMENT - INVESTMENT RELATED - 1000 PINEBROOK ROAD, VENICE, FL 34285 - INVESTMENT COMMITTEE MEMBER - 1 HOUR/MONTH, 1 HOUR SPENT DURING TRADING HOURS - MEMBER OF THE INVESTMENT COMMITTEE THAT ADVISES THE DEFINED BENEFIT PLAN TRUSTEES IN ACCORDANCE WITH INVESTMENT RECOMMENDATIONS PUT FORTH BY THE PLAN'S OUTSIDE INVESTMENT CONSULTANTS.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant
• Chartered Financial Analyst

Other Names

• Brad Campbell