Scott Campbell (CRD# 2584299) is an Investment Advisor Representative working at Wealth Acumen, Inc. in Parker, CO and has over 29 years of experience in the finance industry. Scott Campbell 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# 4338504
Morgan Stanley
CRD# 1631449
Rbc Capital Markets, LLC
CRD# 5375609
Johnson Financial Group LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Acumen, Inc. | Parker, CO | Nov 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- CO
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$966,507
- 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
- Other
CO, TX
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