user avatar

Lloyd Cannon Campbell

Advisor at Edward Jones — Paola, KS South Silver St

Updated today

Credentials

Series 66

Experience

2 years

Location

Paola, KS 66071

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Lloyd Campbell is a financial advisor with Edward Jones in Paola, KS. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Baylor University and Life Time Fitness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Paola, KS South Silver St

6 South Silver St

Paola KS 66071

Advisors at this office

5

Most active in

Kansas · Missouri · Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Baylor University

2022 - 2024 • 2 years

Waco, TX

Life Time Fitness

2019 - 2024 • 5 years

Rochester Hills, MI

Rochester University

2018 - 2022 • 4 years

Rochester Hills, MI

Unemployed

2014 - 2024 • 10 years

Waco, TX

Disclosures

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

Business activities & affiliations

user avatar

Lisa C

Series 65

Bucyrus, KS

Clear Springs Wealth

Lisa Clements is a financial advisor at Clear Springs Wealth with four years of industry experience. She holds a Series 65 designation and has a background that includes entrepreneurial ventures and a position at Facebook. Clear Springs Wealth is an independent, fee-only advisory firm serving individual clients across the emerging affluent to high-net-worth spectrum. The firm employs a primarily passive, asset-allocation investment strategy based on Modern Portfolio Theory and provides ongoing financial planning services covering areas such as cash flow, retirement, estate planning, insurance, tax-aware investment analysis, and career planning.

General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Established Professionals
user avatar

Erica R

Series 66

Spring Hill, KS

Creativeone Wealth, LLC

Erica Rice is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. She has previously worked at Edward Jones and Mariner Wealth Advisors. Outside of her advisory role, she writes a bi-monthly health-focused newsletter called Root & Rise. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies including ETFs, mutual funds, and select private investments.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
user avatar

Luke H

Series 63, Series 65

Wellsville, KS

Eagle Strategies (NY Life)

Luke Henry is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC before joining Eagle Strategies. In addition to his advisory role, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, operating primarily on a non-discretionary asset base within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Curtis L

Series 63, Series 66

Paola, KS

Edward Jones

Curtis Long Jr. is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 40 years of industry experience. He has been with Edward Jones since 1986. Outside of his advisory work, he serves as a trustee for the First Lutheran Church Endowment Fund and is a board member of the USD #368 Endowment Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar

Kimberly T

Series 63, Series 66

Springhill, KS

LPL Enterprise

Kimberly Thompson is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. She has 39 years of industry experience, including long tenures with Prudential Insurance Company of America and Pruco Securities. Outside of her advisory role, she volunteers with the Spring Hill Chamber of Commerce. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
user avatar

Ryan J

Series 63, Series 65

Paola, KS

Cambridge Investment Research Advisors

Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, Johnson serves as an independent insurance agent and is president of the Golden Shores Homeowner's Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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”)