Scott Asa Campbell

Employer firm

Wealth Acumen, Inc. CRD 133475

$27.5M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
CONSULTING SERVICES

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

Current Employers

Wealth Acumen, Inc.

Parker, CO • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2011-04-13
CO	RA	APPROVED	2005-01-31

TX RA
APPROVED_RES

Since 2011-04-13
CO RA
APPROVED

Since 2005-01-31

Branch Locations

Parker, CO • 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

Organization	City	State	From	To
Wealth Acumen, Inc.	Parker	CO	11/2004	Present

11/2004 → Present

Wealth Acumen, Inc.

Parker, CO

Previous Registrations

2004-09-01 → 2004-11-19

Strongwater Schott, Ltd.

Denver, CO
1999-12-06 → 2004-08-31

Equitable Advisors, Llc

Denver, CO

Other Businesses

SCOTT A. CAMPBELL IS PRESIDENT OF LIFE ACUMEN, INC., A NON INVESTMENT-RELATED COMPANY LOCATED AT 6184 N PINE HOLLOW DR, PARKER, CO 80134 THAT PROVIDES ACCOUNTING AND CONSULTING SERVICES TO BUSINESS CLIENTS. CAMPBELL IS EXPECTED TO DEVOTE LESS THAN 10 HOURS PER MONTH TO THE COMPANY, SOME OF OF WHICH MAY OCCUR DURING NORMAL SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-08-16
S63	Uniform Securities Agent State Law Examination	1995-04-03

S65 Uniform Investment Adviser Law Examination

1999-08-16
S63 Uniform Securities Agent State Law Examination

1995-04-03

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD