Patrick Campbell has been Managing Partner & CCO of Midwestern Financial since May 2015, is a control person of the firm and directly owns between 50% and 75% of it. Patrick Campbell studied at the University of Iowa.
Midwestern Financial, LLC is an Iowa City, IA firm with $173M under management, 135 clients and 3 advisers in one office, as of its March 2026 filing.
Patrick Campbell began his finance career with an Iowa-based investment company as a financial analyst, and later as an advisor, before founding Midwestern Financial Group (MFG), based in Iowa City.
Patrick Campbell’s longest registration is the current one, 11 years at Midwestern Financial since 2015. Before joining Midwestern Financial in 2015, Patrick Campbell was registered through Campbell Financial Group and World Trend Financial Planning Services, LTD.
- Midwestern Financial GroupCurrent– present · 11 yearsIowa City, IA · Adviser representative · Firm CRD 270022
- Campbell Financial Group– · 3 yearsIowa City, IA · Adviser representative · Firm CRD 166009
- World Trend Financial Planning Services, LTD.– · 2 yearsIowa City, IA · Adviser representative · Firm CRD 28289
Investment adviser representative registrations
Patrick Campbell is registered as an investment adviser representative in Iowa, since September 2015.
- IowaSince 14 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 June 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 November 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 August 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Patrick Shihady Campbell
- CRD
- 5584933
- Firm
- Midwestern Financial · CRD 270022
- Role
- Managing Partner & CCO
- Office
- 103 E COLLEGE STREET, SUITE 210, Iowa City, IA 52240
- Registration
- Investment adviser registration
- In the industry since
- December 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- midwesternfinancial.com
Where does Patrick Campbell work?
Patrick Campbell has been Managing Partner & CCO of Midwestern Financial, LLC since May 2015, and is a control person of the firm.
Is Patrick Campbell a financial advisor?
Yes. Patrick Campbell has a current investment-adviser registration in Iowa, through Midwestern Financial since September 2015.
How many years of experience does Patrick Campbell have?
Patrick Campbell has 16 years in the financial industry, since December 2009, across 3 adviser firms.
What exams has Patrick Campbell passed?
Patrick Campbell has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 2008.
Where did Patrick Campbell work before Midwestern Financial?
Before Midwestern Financial, Patrick Campbell was registered through World Trend Financial Planning Services, LTD., June 2009 to May 2012.
Where is Patrick Campbell based?
Patrick Campbell’s registered office is in Iowa City, IA.
Is Patrick Campbell registered with FINRA?
No. Patrick Campbell has no current broker registration.
How can I verify Patrick Campbell’s record?
Search CRD 5584933 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Campbell’s full registration record.