Patrick Shihady Campbell

Employer firm

Midwestern Financial Group CRD 270022

$173M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 11/2012 → Present
  Campbell Financial Group, Llc
  Cedar Rapids, IA
• 03/2017 → Present
  Mfg Business Advisors, Llc
  Iowa City, IA

Previous Registrations

• 2012-11-15 → 2016-03-23
  Campbell Financial Group
  Iowa City, IA
• 2009-06-02 → 2012-05-10
  World Trend Financial Planning Services, Ltd.
  Iowa City, IA

Other Businesses

1. MFG Business Advisors, LLC, co-owner, less than 5% of his time, no hours during trading. // 2. Waste Water Supply. LLC, co-owner, less than 5% of his time, no hours during trading. // 3. JOC, LLC, a real estate holding company, co-owner, less than 5% of his time, no hours during trading. // All ENTITIES ABOVE ARE AT 967 EVERGREEN COURT, IOWA CITY, IOWA 52245 AND BOTH ARE NON-INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-01
• S63 Uniform Securities Agent State Law Examination
  2008-11-13