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James Vance Kampstra

Osaic Advisory Services, LLC

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About James Vance Kampstra

James Vance Kampstra is a financial advisor with Osaic Advisory Services, LLC. James has been in the financial services industry since 2009. James is a Certified Financial Planner™ and holds Series 7, 24, and 66 licenses. James's areas of expertise include financial planning, portfolio management, and retirement planning. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

James Kampstra is currently registered with Osaic Advisory Services, LLC. Osaic Advisory Services, LLC is an independent financial advisor located in Atlanta, GA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With over 760 investment adviser representatives, the firm manages over $4.9 billion in assets for clients. The firm participates in a wrap fee program and is registered with the SEC.
Osaic Advisory Services, LLC

2300 WINDY RIDGE PARKWAY

ATLANTA, GA 30339

$4.94B

Assets Under Management

55

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Kampstra’s Registration & Firm History

PA

11/01/2018 - Present

Osaic Advisory Services, LLC (Gettysburg PA)

PA

11/01/2018 - 08/23/2024

TRIAD ADVISORS LLC (Gettysburg PA)

PA

03/05/2009 - 11/06/2018

GENEOS WEALTH MANAGEMENT, INC. (GETTYSBURG PA)

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Licenses & Designations

BOTH

Issued 03/31/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Vance Kampstra. Review regulatory record here.
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