Kevin Robert Campbell

Advisor at Fidelity — Cedarburg, WI

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Cedrburg, WI

Fidelity logo

Fidelity

Institution

Total advisors

17,041

Across 1,877 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Kevin R. Campbell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aimed at achieving their financial goals. He brings over 27 years of industry experience to his role, having worked with a diverse range of clients to articulate their financial objectives and create actionable plans.

Prior to joining Fidelity in 2023, Kevin held several positions including Financial Advisor and Wealth Advisor Associate at Morgan Stanley from 2014 to 2023, Financial Advisor at Northwestern Mutual from 2013 to 2014, and Institutional Cash Specialist at Wells Fargo Advantage Funds from 2006 to 2013. His extensive experience encompasses financial consulting and wealth management.

Outside of his professional work, Kevin has interests in cooking and baking, football, gardening, parenthood, and traveling.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management

Occupation focus

Financial Professional

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Location

See office

Cedarburg, WI

Cedarburg WI

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

26 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Investments

2023 - Present • 3 years

Mequon, WI

Morgan Stanley Private Bank, N.A.

2018 - 2023 • 5 years

New York, NY

Morgan Stanley

2014 - 2023 • 9 years

Mequon, WI

Northwestern Mutual Investment Management

2013 - 2023 • 10 years

Sheboygan, WI

Northwestern Mutual Life Insurance Company

2013 - 2023 • 10 years

Milwaukee, WI

Risen Hope Community Church

2006 - 2023 • 17 years

Random Lake, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 66

Germantown, WI

Thrivent Investment Management

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Business ownership considerations
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Matthew B

Series 65

Glendale, WI

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Matthew Buehler is a financial advisor at Erenda Capital with three years of industry experience. He holds the Series 65 designation and previously worked at Glarus Capital for five years and Ankura Consulting for one year. Buehler’s background includes involvement in law, private equity, and asset valuation, including co-founding a farmland private equity business. Erenda Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a proprietary, value-oriented equity selection approach, focusing on concentrated portfolios and offering tailored allocation profiles without taking custody of client assets.

Active portfolio management Concentrated stock management Income planning
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Luke L

CFA®

Mequon, WI

Founder360° Family Office

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Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Private / alternative investments Founder/Business Owner Dentist Veterinarian
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Mark C

Series 63, Series 65, Series 66

Glendale, WI

Crawford Asset Management, LLC

Mark Crawford is the principal of Crawford Asset Management, LLC, an independent investment advisory firm based in Glendale, WI. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. Crawford Asset Management, LLC provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, corporations, nonprofit organizations, and pension and profit-sharing plans. The firm combines fundamental and technical analysis with macroeconomic indicators and both quantitative and qualitative research to tailor portfolios that emphasize ETFs and individual equities, maintaining a long-term investment approach with an equities-heavy allocation.

Concentrated stock management Active portfolio management Passive / index investing
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Ryan G

Series 65

Fox Point, WI

Premium Alpha Capital, LLC

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Active portfolio management Options & derivatives strategies Passive / index investing
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Clarence C

Series 63, Series 65

Mequon, WI

Christiansen Asset Management LLC

Clarence Christiansen is the sole advisor at Christiansen Asset Management LLC in Mequon, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Christiansen Asset Management since 1997. Outside of his advisory role, he is also an independent health insurance agent. Christiansen Asset Management provides fee-based investment advisory and custom portfolio management services for individuals, couples, retirees, professionals, and retirement accounts. The firm focuses on publicly traded securities and employs a combination of charting, fundamental, technical, and cyclical analysis with a generally long-term investment approach.

Medicare planning
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