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CAMPBELL FINANCIAL PARTNERS, LLC

FORT MYERS, FL · CRD 142889 · IAPD ↗ · campbellfinancialpartners.com · 239-454-5333

$202.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — CAMPBELL FINANCIAL PARTNERS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
December 2025 — CAMPBELL FINANCIAL PARTNERS, LLC notice-filed in CT, LA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
January 2025 — CAMPBELL FINANCIAL PARTNERS, LLC changed its website from cambellfinancialplanning.com to campbellfinancialpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.