Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie J. Campbell is a financial advisor with LPL Financial LLC, where Connie has been registered since March 2021. Prior to joining LPL Financial LLC, Connie was registered with BMO HARRIS FINANCIAL ADVISORS, INC. from August 2012 to March 2021 and M&I FINANCIAL ADVISORS, INC from June 2010 to August 2012. Connie is licensed to provide financial advice in Wisconsin. Connie has 11 years of experience in the securities industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
03/24/2021 - Present
LPL Financial LLC (EAGLE RIVER WI)
WI
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (EAGLE RIVER WI)
WI
06/14/2010 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (EAGLE RIVER WI)
BOTH
Issued 02/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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