Ian Cade Campbell
Advisor at Curtis Capital Advisors — Overland Park, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Overland Park, KS 66210
Curtis Capital Advisors
Supported
Total advisors
2Clients per advisor
41 TypicalAvg AUM per client
$2,018,293 Very HighHNW client ratio
24% TypicalIan Campbell is a financial advisor at Curtis Capital Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at IHT Wealth Management LLC and LPL Financial, LLC. Campbell has also been affiliated with Kansas State University as an independent contractor since 2012. In addition to his advisory role, he works as an independent insurance agent on a part-time basis. Curtis Capital Advisors serves individuals, high-net-worth clients, and trusts, offering both discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party advisers. The firm focuses on diversified, risk-based portfolios primarily using index mutual funds and ETFs, aiming to minimize investment expenses while managing client risk tolerance over the long term.
Based on Curtis Capital Advisors
Based on Curtis Capital Advisors
Starting at $2,500 for standalone financial planning services
$0 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.75% annually $3,000,000 - $9,999,999: 0.50% annually $10,000,000+: 0.25% annually
$500 per hour for standalone financial planning services
Overland Park, KS
7900 College Blvd., Suite 140
Overland Park KS 66210
Advisors at this office
2
Kansas · Texas
7 years of industry experience
Curtis Capital Advisors
2024 - Present • 2 years
Overland Park, KS
IHT Wealth Management LLC
2019 - 2024 • 5 years
Chicago, IL
LPL Financial, llc
2019 - 2021 • 2 years
Overland Park, KS
Kansas State University (K-StateHD.TV) "Independent Contract"
2012 - Present • 14 years
Manhattan, KS
City Gym KC
2011 - 2019 • 8 years
Kansas City, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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