Kelly Kampstra (CRD# 6103363) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Gettysburg, PA and has over 10 years of experience in the finance industry. Kelly Kampstra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3250909
Founders Financial Securities, LLC
CRD# 4060914
Commonwealth Financial Network
CRD# 5522357
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Nov 2018 - Current | 5 |
| Triad Hybrid Solutions | Norcross, GA | Nov 2018 - Current | 5 |
| Ferrara Kampstra | Gettysburg, PA | Nov 2012 - Nov 2018 | 6 |
| Geneos Wealth Management Inc. | Gettysburg, PA | Feb 2016 - Oct 2018 | 2 |
| Geneos Wealth Management | Gettysburg, PA | Jul 2012 - Feb 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- PA
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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