Kathleen Campbell has been President, Chief Compliance Officer, Chief Executive Officer of Campbell Financial Partners since December 2006, is a control person of the firm and directly owns between 50% and 75% of it. Kathleen Campbell holds a Bachelor of Arts in Economics from Agnes Scott College and an Executive Program for Financial Planning Certification from the University of Georgia Terry College of Business.
Campbell Financial Partners, LLC is a Fort Myers, FL firm with $203M under management, 132 clients and 2 advisers across 3 offices, as of its May 2026 filing.
Kathleen Campbell is Founder of Campbell Financial Partners. Before becoming a financial planner, she had careers in marketing, product development, retail, and real estate. She was an owner or executive in these industries.
- – present · 19 yearsAdviser representative · Firm CRD 142889
Professional designations
Listed by Campbell Financial Partners
- NAPFA-Registered Financial Advisor
Investment adviser representative registrations
Kathleen Campbell is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2007; the most recent is Texas, in May 2026.
- FloridaSince 7 March 2007
- TexasResidentSince 7 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kathleen N Campbell
- CRD
- 5277659
- Firm
- Campbell Financial Partners · CRD 142889
- Role
- President, Chief Compliance Officer, Chief Executive Officer
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- campbellfp.com
Where does Kathleen Campbell work?
Kathleen Campbell has been President, Chief Compliance Officer, Chief Executive Officer of Campbell Financial Partners, LLC since December 2006, and is a control person of the firm.
Is Kathleen Campbell a financial advisor?
Yes. Kathleen Campbell has a current investment-adviser registration in Florida and Texas, through Campbell Financial Partners since March 2007.
How many years of experience does Kathleen Campbell have?
Kathleen Campbell has 19 years in the financial industry, since March 2007, across 1 adviser firm.
What exams has Kathleen Campbell passed?
Kathleen Campbell passed the Series 65 in December 2006.
Is Kathleen Campbell registered with FINRA?
No. Kathleen Campbell has no current broker registration.
How can I verify Kathleen Campbell’s record?
Search CRD 5277659 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathleen Campbell’s full registration record.
