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Melissa Laura Campbell

Advisor at Principal Advised Services — Santaquin, UT

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Santaquin, UT

Principal Advised Services logo

Principal Advised Services

Multi-team

Total advisors

243

Across 114 offices

Clients per advisor

95 Very High

Avg AUM per client

$61,426 Very Low

HNW client ratio

0% Very Low

About

Melissa Campbell is a financial advisor at Principal Advised Services with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Principal Life Insurance Company, Principal Bank, Merrick Bank, DST, Schneider National, and Discover Financial Services. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and operates as part of the Principal Financial Group, enabling access to affiliated products and integrated services.

Client services

Based on Principal Advised Services

Financial planning Portfolio management

Expertise

Based on Principal Advised Services

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting

Occupation focus

Based on Principal Advised Services

Retired

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Fee options

Subscriptions

Financial planning services subscription fee of $385 annually or $35 monthly, with possible promotional pricing including free offers

Other

Account minimum: $5,000 minimum initial investment and $1,000 minimum balance per account for SimpleInvest

Location

See office

Santaquin, UT

Santaquin UT

Advisors at this office

1

Most active in

Iowa · Utah

Work history

< 1 year of industry experience

Principal Advised Services

2026 - Present • 1 year

Santaquin, UT

Principal Life Insurance Company

2026 - Present • 1 year

Santaquin, UT

Principal Bank

2026 - Present • 1 year

Santaquin, UT

Principal Securities, Inc.

2026 - Present • 1 year

Santaquin, UT

Principal Life Insurance Company

2025 - 2026 • 1 year

Santaquin, UT

Merrick Bank

2023 - 2025 • 2 years

South Jordan, UT

DST

2022 - 2023 • 1 year

Springville, UT

Schneider National, Inc

2021 - 2022 • 1 year

Salt Lake City, UT

Discover Financial Services

2020 - 2021 • 1 year

Salt Lake City, UT

Schneider National, Inc.

2019 - 2020 • 1 year

Salt Lake City, UT

Discover Financial Services

2018 - 2019 • 1 year

Salt Lake City, UT

Unemployed

2018 - 2018 • 1 year

Springville, UT

Schneider National, Inc.

2017 - 2018 • 1 year

Salt Lake City, UT

Discover Financial Services

2015 - 2017 • 2 years

Salt Lake City, UT

Disclosures

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

Business activities & affiliations

Matt S

CFP®

Mapleton, UT

Summit Ridge Advisors

Summit Ridge Advisors is an independent, fee-only Registered Investment Advisor (RIA) based in Mapleton, Utah. As a fee-only, fiduciary firm, no commissions or product-based compensation are ever earned — eliminating conflicts of interest to stay focused entirely on your financial goals. Taking a personalized, goals-first approach to financial planning, Summit Ridge Advisors puts you at the center of every decision. Whether you're planning for retirement, managing investments, or building a lasting legacy, your CFP® professional serves as your dedicated financial guide every step of the way — built on trust, clarity, and long-term relationships.

Wealth management Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
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Tanner W

Series 66

Mapleton, UT

Albility Planning

Tanner Withers is a financial advisor with Albility Planning in Mapleton, UT, holding a Series 66 designation and eight years of industry experience. His career includes roles at Edward Jones, MassMutual Life Insurance Company, and other financial services firms. Outside of advisory work, he serves on the Utah Rare Disease Advisory Council and is involved with the Utah Parent Center. He is also CFO and LLC member of Florence Beauty Company, a permanent makeup cosmetics business. Albility Planning provides financial planning and portfolio management primarily for individuals and families, with specialized programs for households including members with special needs. The firm employs passive, asset-class-based investment strategies and offers services ranging from comprehensive planning and investment management to special-needs group coaching and public seminars.

General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
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Clark D

Series 63, Series 65

Payson, UT

Fenway Financial, LLC

Clark Drishinski is a financial advisor at Fenway Financial, LLC, an independent, state-registered firm based in Payson, UT. He holds Series 63 and 65 licenses and has 14 years of industry experience with prior roles at Cashew Financial, Indus Valley Partners, Keeler Thomas Management, and Sagepoint Financial. In addition to his advisory work, he is also licensed as an insurance agent. Fenway Financial provides hourly financial planning and consulting services to individuals and high-net-worth clients without directly managing assets. The firm refers clients to a third-party manager for investment management and focuses on comprehensive financial planning topics, including retirement strategies, risk management, and tax reduction.

General retirement planning Income planning Wealth management Tax strategies for small businesses
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Stephanie B

CFP®, Series 65

Spanish Fork, UT

NorthAvenue LLC

Stephanie Bailey is a CFP® and holds a Series 65 license, with five years of experience in financial advising. She has worked at Mercer Global Advisors since 2026 and previously spent six years with NorthAvenue, LLC. Her background also includes roles at educational institutions and in nonprofit settings. NorthAvenue LLC serves individual investors and trusts, including high-net-worth clients, offering comprehensive financial planning and investment management through both inclusive and shorter-term engagements. The firm employs a fiduciary approach, utilizing a combination of fundamental and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory.

General estate planning guidance College savings (529s, UTMA, etc.) Tax-loss harvesting
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Ewan M

Series 65

Mapleton, UT

Fiduciary Organization, LLC

Ewan Morkel is a financial advisor at Fiduciary Organization, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in secondary education and at Utah Valley University. In addition to his advisory role, Morkel is the founder and chief tax advisor of Morkel Financial, a tax preparation and planning business. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides tailored investment management and financial planning, utilizing a combination of passive and active strategies and offering socially responsible investment options.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Hyrum S

CFP®

Spanish Fork, UT

Livet Wealth, LLC

Hyrum Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Livet Wealth, LLC. He has previously worked at Blue Barn Wealth, LLC, and operates his own advisory firm, Hyrum L Smith, LLC. Livet Wealth provides financial planning and portfolio management services to individuals, trusts, estates, and retirement plans, employing Modern Portfolio Theory and a tiered service model to tailor offerings to client needs. The firm manages accounts on a discretionary basis and features a multi-adviser structure, with approximately $335 million in assets under management across three advisors.

Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Business Financial Management Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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