Kathleen Campbell, financial advisor Fort Myers FL

Kathleen Campbell

CRD Number: 5277659
Current Firm: Campbell Financial Partners, LLC
Compensation Model: Fee Only

Campbell Financial Partners, LLC is a fee-only financial planning and investment advisory firm, serving the needs of individuals and couples throughout Southwest Florida.  We specialize in providing guidance to pre-retirees and retirees, helping you enjoy a financially secure and stress-free retirement.


Kathleen Campbell (CRD# 5277659) is an Investment Advisor Representative and is the owner of Campbell Financial Partners, LLC in Fort Myers, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Campbell Financial Partners, LLC Sanibel, FL Dec 2006 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Kathleen N. Campbell
Phone Number: 239-454-5333
Advisor Website: http://www.campbellfp.com
Registered State(s):
  • FL
  • TX
Current Firm Details
Campbell Financial Partners, LLC
Firm's CRD Number: 142889
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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