Stuart
Campbell
Wacker Wealth Partners, LLC
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About this Advisor
Stuart Campbell is a certified financial planner based out of San Luis Obispo, California with a total of 1 year of industry experience. Campbell works at Wacker Wealth Partners, LLC. Their career trajectory has included roles at New York Life Insurance Company, Shea Homes, Nylife Securities LLC and Wacker Wealth Partners. Campbell is registered to work in California. Wacker Wealth Partners, LLC is an advisory company operating out of San Luis Obispo, CA. It has a total of 22 people on staff. It controls $1 billion in total assets between its 699 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 699 client accounts, 70% are held by high-net-worth clients who have more than $1 million in assets. Wacker Wealth Partners, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial management fee schedules typically depend on the services offered. However, fee types charged by Wacker Wealth Partners, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wacker Wealth Partners, LLC Brokerage Details
$1,027,296,055
22
699
$1,469,665
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Stuart Campbell Work History
Stuart has been registered as a financial advisor for 1 years.*
Wacker Wealth Partners
New York Life Insurance Company
Nylife Securities LLC
Shea Homes
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stuart Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wacker Wealth Partners, LLC
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
