James Vance Kampstra

Current Employers

Employment History

• 01/2011 → 11/2018
  Geneos Wealth Management, Inc
  Gettysburg, PA
• 11/2012 → Present
  Ferrara Kampstra
  Gettysburg, PA
• 11/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 11/2018 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Gettysburg, PA

Previous Registrations

• 2010-04-06 → 2018-11-06
  Geneos Wealth Management, Inc.
  Gettysburg, PA

Other Businesses

1) Kampstra Enterprises Inc;investment related;37 S 5th St,Gettysburg,PA 17325;financial advisory;financial advisor;7/1/2020;160 hrs/month;6.5 hrs during trading;advise clients 2) Fixed insurance-multiple carriers;investment related;37 S. 5th St,Gettysburg,PA 17325;life,disability,long-term care,fixed annuity sales;wealth advisor/agent;11/1/2018;2 hrs/month;0 hrs during trading;insurance sales w/clients,assisting with application process 3) Kampstra Wealth Management;investment related;37 S 5th St,Gettysburg,PA 17325;financial advisory;wealth advisor;9/7/2020;160 hrs/month;8 hrs during trading;financial professional-fees and commission business 4) KAMPSTRA REAL ESTATE LLC POSITION: member NATURE: LLC to hold rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2014 ADDRESS: 6419 Chambersburg Road, Fayetteville PA 17222 DESCRIPTION: purchase/sale of rental or investment properties, general building repairs/upkeep/maintenance, general financial management 5) Totem Pole Playhouse; not investment related;9555 Golf Course Rd, Fayetteville, PA 17722;summer theatre; board member;12/1/2019;2 hrs/month;0 hrs during trading; oversee the director to ensure the ongoing success of the non profit entity and other general management decisions for the entity 6) Jim Kampstra;not investment related;6419 Chambersburg Road,Fayetteville,PA 17222;crypto liquidity providing-staking,yield farming,etc;self;9/13/2021;5 hrs/month;0 hrs during trading;no duties-use existing crypto assets to provide liquidity in crypto DEX 7) KAMPSTRA ENTERPRISES INC. DBA KAMPSTRA WEALTH MANAGEMENT POSITION: Senior Wealth Advisor NATURE: S-corporation providing financial advisory and broker services INVESTMENT RELATED: Yes NUMBER OF HRS: 173 SECURITIES TRADING HRS: 140 START DATE: 7/1/20 ADDRESS: 37 S 5th St, Gettysburg PA 17325, DESCRIPT: provide financial advisory and broker services to clients, as well as general business management and HR 8) FIXED INSURANCE-MULTIPLE CARRIERS POSITION: Agent NATURE: Sole Proprietorship selling life, disability, long-term care, fixed annuity and other insurance sales INVESTMENT RELATED: Yes NUMBER OF HRS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/1/18 ADDRESS: 37 S. 5th St, Gettysburg PA 17325 DESCRIPT: insurance sales w/clients, assisting with application process and policy servicing 9) TOTEM POLE PLAYHOUSE POSITION: board member/secretary NATURE: 501(c)(3) non-profit summer theatre INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HRS: 3 START DATE: 12/1/19 ADDRESS: 9555 Golf Course Rd, Fayetteville PA 17722 DESCRIPT: oversee the director to ensure the ongoing success of the non profit entity and other general management decisions for the entity 10) ADAMS COUNTY COMMUNITY FOUNDATION POSITION: Board Member NATURE: 501(c)(3) non-profit charitable fund administrator INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HRS: 2 START DATE: 1/1/26 ADDRESS: 25 South 4th St, Gettysburg PA 17325 DESCRIPT: volunteer board role where I will assist the Community Foundation with guidance on their operations and provide financial oversight and monitoring 11) JAMES KAMPSTRA POSITION: Lender NATURE: personal loan/promissory note for my junior advisors to buy into my Kampstra Wealth Management DBA INVESTMENT RELATED: No NUMBER OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 1/1/25 ADDRESS: 6419 Chambersburg Road, Fayetteville PA 17222 DESCRIPT: ensure the loan is current KAMPSTRA ENTERPRISES DBA KAMPSTRA WEALTH MANAGEMENT POSITION: Tax Preparer NATURE: S corp INVESTMENT RELATED: No NUMBER OF HRS: 4 SECURITIES TRADING HRS: 4 START DATE: 3/1/26 ADDRESS: 37 South 5th Street, Gettysburg PA 17325 DESCRIPT: Looking to start offering assistance with tax preparation for existing OAS clients limited to only basic tax returns (W-2s and 1099s only). Assist with preparation of the return and assist the client with e-filing their federal, state, and local returns as applicable

Exams

• S66 Uniform Combined State Law Examination
  2010-03-31

Designations