Chad S. Campbell

Employer firm

Capital Financial Planners CRD 310168

$285M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• RETIREMENT PLAN CONSULTING SERVICES

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

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

Current Employers

Employment History

• 01/2016 → Present
  Capital Financial Planners, Llc
  Salem, OR
• 07/2013 → 10/2020
  Kms Financial Services, Inc.
  Salem, OR
• 12/2013 → 10/2020
  Kms Financial Services, Inc.
  Salem, OR

Previous Registrations

• 2013-07-03 → 2020-10-30
  Kms Financial Services, Inc.
  Salem, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-03
• S66 Uniform Combined State Law Examination
  2013-05-01

Designations

• Certified Financial Planner