Lonnie Campbell has been an investment adviser representative at Global Wealth Strategies and Associates since May 2026, and is not listed among the firm’s executive officers or direct owners.
Global Wealth Strategies and Associates, LLC is a Denver, CO firm with $457M under management, 925 clients and 9 advisers across 2 offices, as of its May 2026 filing.
Lonnie Campbell is Investment Advisor at Global Wealth Strategies & Associates. He has nearly a decade of experience in commercial banking and finance, with a focus on commercial lending, business banking and SBA loan structuring. He has worked with business owners, entrepreneurs and real estate investors to help them secure financing and navigate lending decisions.
- – present · under a yearMoab, UT · Adviser representative · Firm CRD 316072
Investment adviser representative registrations
Lonnie Campbell is registered as an investment adviser representative in Utah, since May 2026.
- UtahSince 21 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 April 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lonnie Dean Campbell
- CRD
- 8277324
- Firm
- Global Wealth Strategies and Associates · CRD 316072
- Office
- Moab, UT
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gwsa.us
Where does Lonnie Campbell work?
Lonnie Campbell is an investment adviser representative registered through Global Wealth Strategies and Associates, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lonnie Campbell a financial advisor?
Yes. Lonnie Campbell has a current investment-adviser registration in Utah, through Global Wealth Strategies and Associates since May 2026.
How many years of experience does Lonnie Campbell have?
Lonnie Campbell has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Lonnie Campbell passed?
Lonnie Campbell passed the Series 65 in April 2026.
Where is Lonnie Campbell based?
Lonnie Campbell’s registered office is in Moab, UT.
Is Lonnie Campbell registered with FINRA?
No. Lonnie Campbell has no current broker registration.
How can I verify Lonnie Campbell’s record?
Search CRD 8277324 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lonnie Campbell’s full registration record.