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Kathleen N Campbell

Campbell Financial Partners, LLC

Fort Myers, FL

Sanibel, FL

CRD 5277659

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Employer firm

Campbell Financial Partners, LLC CRD 142889

$203M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Campbell Financial Partners, Llc

17595 S. Tamiami Trail Suite 220, Fort Myers, FL 33908 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-07
FL RA APPROVED 2007-03-07
  • TX RA
    APPROVED_RES
    Since 2026-05-07
  • FL RA
    APPROVED
    Since 2007-03-07

Branch Locations

17595 S. Tamiami Trail Suite 220, Fort Myers, FL 33908 • United States

Sanibel, FL • 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
Campbell Financial Partners, Llc Sanibel FL 12/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-18
  • S65 Uniform Investment Adviser Law Examination
    2006-12-18
Other Names
  • Kathleen Noel Campbell
  • Kathleen Noel Welch

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Nearby Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL

More in Fort Myers, FL

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