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Kevin James Campbell

Mcilrath & Eck, LLC

San Luis Obispo, CA

CRD 6157021

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Employer firm

Mcilrath & Eck, LLC CRD 145252

$1.36B regulatory AUM 125 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • ESTATE PLANNING

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

Current Employers
Mcilrath & Eck, Llc

3325 Smokey Point Drive, Suite 201, Arlington, WA 98223 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

1250 Peach Street, Ste. C, San Luis Obispo, CA 93401 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2013 06/2022
Northwestern Mutual Investment Services, Llc Newport Beach CA 12/2013 06/2022
Northwestern Mutual Wealth Management Company San Luis Obispo CA 11/2011 06/2022
Mcilrath & Eck, Llc San Luis Obispo CA 06/2022 Present
  • 03/2013 → 06/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2013 → 06/2022
    Northwestern Mutual Investment Services, Llc
    Newport Beach, CA
  • 11/2011 → 06/2022
    Northwestern Mutual Wealth Management Company
    San Luis Obispo, CA
  • 06/2022 → Present
    San Luis Obispo, CA
Other Businesses

1. Affiliated with insurance companies not affiliated with McIlrath & Eck, LLC for sale of non - variable, life, health, and annuity and/or disability income insurance products. May earn commissions from transactions with these companies. 2. 100% Owner, 1250 Peach Street Suite C, 1250 Peach Street Suite C, San Luis Obispo, , CA, 93401, USA, Investment Property, Start Date: 05/12/2021, Hours per month: 80+, hours during securities trading hours: 80+, buying an office suite in a medical center.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-04-04
  • S63 Uniform Securities Agent State Law Examination
    2014-04-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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