CAMPBELL WEALTH MANAGEMENT, INC.
CRD #145529 SEC #801-68505 OMAHA, NE 402-212-7804
SEC Registered
Total AUM
$30.6M
Discretionary
$30.6M
Employees
5
Clients
51
Accounts
187
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 8, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAMPBELL, BRITT, E | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, BRITT, E | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CAMPBELL, LINDA, KATHLEEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 8, 2010 REGISTERED
Notice Filings (1)
NE
Address
14301 FNB PARKWAYSUITE 305
OMAHA, NE 68154
United States
Phone: 402-212-7804