user avatar

Kevin William Campbell

Advisor at Focus Point Capital LLC — Dacono, CO

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

24 years

Location

Dacono, CO

Focus Point Capital LLC logo

Focus Point Capital LLC

Supported

Total advisors

3

Across 3 offices

Clients per advisor

19 Low

Avg AUM per client

$1,105,139 High

HNW client ratio

100% Very High

About

Kevin Campbell is a financial advisor at Focus Point Capital LLC with 24 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at several firms, including James Alpha Advisors, FDX Capital LLC, and Global Financial Private Capital, LLC. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients by providing discretionary management and non-discretionary model portfolios, focusing on multi-asset and concentrated equity strategies implemented through ETFs and proprietary risk frameworks.

Client services

Based on Focus Point Capital LLC

Portfolio management

Expertise

Based on Focus Point Capital LLC

Active portfolio management Factor investing / smart beta Passive / index investing

Occupation focus

Based on Focus Point Capital LLC

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

$12,000 annually, payable at $1,000 per month in arrears for the FPCE Model Portfolio Service

Percentage

Less than $10 million - $10 million: 0.60% $10 million - $50 million: 0.50% Over $50 million+: 0.40%

Location

See office

Dacono, CO

Dacono CO

Advisors at this office

1

Most active in

California · Colorado

Work history

24 years of industry experience

Focus Point Capital LLC

2021 - Present • 5 years

Dacono, CO

Vison 4 Fund Distributers

2021 - Present • 5 years

Denver, CO

Global Financial Private Capital, LLC

2016 - 2017 • 1 year

Dacono, CO

FDX Capital LLC

2015 - 2021 • 6 years

Denver, CO

James Alpha Advisors

2012 - 2021 • 9 years

Denver, CO

Sunset Financial Services, Inc.

2011 - 2012 • 1 year

U.S. Bancorp Asset Management, Inc.

2010 - 2011 • 1 year

Minneapolis, MN

Lincoln Financial Distributors, Inc.

2008 - 2009 • 1 year

Intervest International, Inc.

2006 - 2007 • 1 year

Denver, CO

Curian Capital, LLC

2004 - 2007 • 3 years

Denver, CO

Disclosures

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

Business activities & affiliations

Tyler M

Series 66

Broomfield, CO

Farther

Tyler Morris is a financial advisor at Farther with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group LLC, and Compound Planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement plans for business owners (SEP, solo 401k) RSUs / ISOs / NSOs General retirement planning Concentrated stock management Technology Professional Retired Self-Employed Biotech Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Retired Established Professionals Approaching retirement

Holly C

CFP®, Series 63, Series 66

Louisville, CO

Edward Jones

Holly Chandler is a CFP®-designated financial advisor with Edward Jones, based in Louisville, CO, bringing 20 years of experience in tax efficient retirement and wealth planning. She has worked at Edward Jones since 2017. Additionally, she has been involved with Front Range Community College since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices across the country.

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive Approaching retirement
user avatar

Aaron L

Series 65, Series 66

Longmont, CO

Ellis Financial Solutions LLC

Aaron Locker is the sole advisor at Ellis Financial Solutions LLC in Longmont, CO. He holds Series 65 and Series 66 designations and has four years of industry experience. Prior to founding his current firm in 2025, he worked at Summit Financial Planning and Edward Jones. Outside of financial advising, he manages Ellis Bottom Line Bookkeeping, a tax management and preparation business. Ellis Financial Solutions provides investment management, financial planning, and retirement plan consulting primarily for individuals, high-net-worth clients, and employer plan sponsors. The firm employs an asset-allocation approach based on modern portfolio theory, using a blend of passive and active mutual funds and ETFs, and offers specialized ERISA fiduciary services and pension consulting.

Wealth management
user avatar

Derek W

CFP®, Series 63, Series 65

Broomfield, CO

Wolff Financial Advisors, LLC

Derek Wolff is a CFP® with 22 years of experience in the financial services industry. He has been the sole advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs both fundamental and technical analysis alongside long- and short-term trading strategies, including the active use of options and leveraged ETFs.

General tax planning Wealth management Income planning Disability insurance
user avatar

Kyle S

Series 65

Superior, CO

Kyso Financial

Kyle Sothers is the sole advisor at Kyso Financial, an independent firm based in Superior, Colorado. He holds a Series 65 designation and has nine years of industry experience, including ten years with Kyso Financial. Kyso Financial provides discretionary portfolio management to individuals, families, and businesses, offering three model portfolios as well as a customizable ETF-based option. The firm employs a combination of fundamental analysis, growth and value strategies, and incorporates hedging and derivatives within separately managed accounts when authorized by clients.

Active portfolio management Tax-loss harvesting Passive / index investing
user avatar

Craig T

ChFC®, Series 63

Louisville, CO

Asset Solutions

Craig Thompson is a ChFC® designated financial advisor with 27 years of industry experience. He has been with Asset Solutions since 2003 and previously worked at Hornor, Townsend & Kent, LLC for six years. Asset Solutions serves individual investors and small-business retirement plans with discretionary active portfolio management across various account types. The firm employs a market-timing, active strategy using technical, cyclical, and fundamental analysis to adjust sector allocations, including the use of hedging and leveraged instruments.

Active portfolio management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)