Michael Iacampo has been an investment adviser representative at Naples Wealth Planning since July 2024, and is not listed among the firm’s executive officers or direct owners. Michael Iacampo holds an MA in International Relations from the University of Southern California and an MBA from the University of California, Riverside.
Naples Wealth Planning, LLC is a Bonita Springs, FL firm with $227M under management, 226 clients and 10 advisers in one office, as of its April 2026 filing.
Michael Iacampo is Managing Director, Wealth Management at Naples Wealth Planning. Iacampo has 29 years of experience on Wall Street, creating financial solutions for individuals and capital market strategies for corporate clients, and 11 years of aviation experience in the U.S. Air Force as a KC-10 Aircraft Commander and Global Operations Planner for the Joint Chiefs of Staff. He advises donors and charities on using tangible assets that hold latent wealth to unlock value and create tax benefits.
Michael Iacampo’s longest registration was 9 years at Wells Fargo Clearing Services, LLC (2011–2020). Before joining Naples Wealth Planning in 2024, Michael Iacampo was registered through Imprint Wealth LLC and Laidlaw Wealth Management LLC.
- Naples Wealth PlanningCurrent– present · 2 yearsBonita Springs, FL · Adviser representative · Firm CRD 330316
- Imprint Wealth LLC– · 1 yearNaples, FL · Adviser representative · Firm CRD 322130
- Laidlaw Wealth Management LLC– · 2 yearsNaples, FL · Adviser representative · Firm CRD 150040
- Wells Fargo Clearing Services, LLC– · 9 yearsNaples, FL · Adviser representative · Firm CRD 19616
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsBonita Springs, FL · Adviser representative · Firm CRD 7691
- Morgan Stanley & Co. Incorporated– · 1 yearSanta Monica, CA · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 3 yearsSanta Monica, CA · Adviser representative · Firm CRD 7556
- Credit Suisse First Boston– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 816
- Donaldson Lufkin & Jenrette Securities Corporation– · 8 yearsLos Angeles, CA · Adviser representative · Firm CRD 7560
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 August 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 December 1991 |
| Series 3 | National Commodity Futures Examination | 25 October 1991 |
| Series 7 | General Securities Representative Examination | 14 October 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Full name
- Michael J Iacampo
- CRD
- 2166371
- Firm
- Naples Wealth Planning · CRD 330316
- Office
- 3301 BONITA BEACH ROAD, SUITE 308, Bonita Springs, FL 34103
- Registration
- Investment adviser registration
- In the industry since
- January 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- napleswealthplanning.com
Where does Michael Iacampo work?
Michael Iacampo is an investment adviser representative registered through Naples Wealth Planning, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Iacampo a financial advisor?
Yes. Michael Iacampo has a current investment-adviser registration, through Naples Wealth Planning since July 2024.
How many years of experience does Michael Iacampo have?
Michael Iacampo has 34 years in the financial industry, since January 1992, across 9 adviser firms.
What exams has Michael Iacampo passed?
Michael Iacampo has passed 4 licensing exams: the Series 7, Series 3, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1991. FINRA credited Michael Iacampo with the SIE, which began in October 2018.
Where did Michael Iacampo work before Naples Wealth Planning?
Before Naples Wealth Planning, Michael Iacampo was registered through Laidlaw Wealth Management LLC, April 2021 to August 2023; Wells Fargo Clearing Services, LLC, September 2011 to December 2020; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2008 to October 2011; Morgan Stanley & Co. Incorporated, April 2007 to October 2008; Morgan Stanley, July 2003 to April 2007; Credit Suisse First Boston, January 2003 to July 2003; Donaldson Lufkin & Jenrette Securities Corporation, December 1994 to January 2003.
Where is Michael Iacampo based?
Michael Iacampo’s registered office is in Bonita Springs, FL.
Is Michael Iacampo registered with FINRA?
No. Michael Iacampo has no current broker registration.
How can I verify Michael Iacampo’s record?
Search CRD 2166371 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Iacampo’s full registration record.
