Robert Frederick Campbell

Current Employers

Employment History

• 04/2016 → Present
  Kestra Investment Services, Llc.
  Kalamazoo, MI
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Kalamazoo, MI

Previous Registrations

• 2008-06-25 → 2016-05-07
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  Kalamazoo, MI
  St. Petersburg, FL
  Kalamazoo, MI
  Bryan, OH

Other Businesses

Business Name: The Wiser Financial Group Investment Related: Yes Address: 6100 Stadium Drive Kalamazoo MI 49009 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner - Financial Planner and Investment Advisor Start Date: 1/1/2007 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Assist in running the day to day operations of the business as well as investment advisory and planning Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: 6100 Stadium Drive, LLC Investment Related: Yes Address: 6100 Stadium Drive Kalamazoo MI 49009 Nature of Business: Real Estate Position, Title or Relationship: 20% member owner Start Date: 1/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Limited activity, resident agent for entity and have annual meeting. Business Name: Robert Campbell Investment Related: No Address: 8370 Bainbridge Drive Mattawan MI 49071 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: Sole owner and employee Start Date: 1/1/1999 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Prepare income tax returns Business Name: Clinton K Vanlinder Trust Investment Related: No Address: 8370 Bainbridge Drive Mattawan MI 49071 Nature of Business: Legal/Attorney/Trustee/Executor Position, Title or Relationship: Trustee Start Date: 12/22/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Trustee of a business partner's Trust (non family member)

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-12-28

Designations

Other Names

• Robert Frederick Campbell