Michael J. Iacampo

NAPLES WEALTH PLANNING

BONITA SPRINGS, FL 34103

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CRD#: 2166371

Professional summary

Michael J Iacampo, who also goes by Michael James Iacampo, Mike Iacampo, is a registered financial advisor currently at NAPLES WEALTH PLANNING located in Bonita Springs, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael James Iacampo | Mike Iacampo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Michael Iacampo is dually registered with Naples Wealth Planning and American Global Wealth Management, Inc.. Mr. Iacampo has served as an investment advisor representative for Naples Wealth Planning since 01/2021 and a registered representative for American Global Wealth Management since 10/2023. Business is conducted from 1016 Collier Center Way, 201, Naples, FL, 34110. Approximately 90% of Mr. Iacampo's time is for services as an investment advisor representative and the balance as a registered representative.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael J Iacampo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2024 - Present

NAPLES WEALTH PLANNING

Office #1: 3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103

RIA

CRD#: 330316

BONITA SPRINGS, FL

Past

July 1, 2024 - September 30, 2024

IMPRINT WEALTH LLC

RIA

CRD#: 322130

Naples, FL

Past

October 13, 2023 - September 15, 2025

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388

NAPLES, FL

Past

September 7, 2023 - June 17, 2024

IMPRINT WEALTH LLC

RIA

CRD#: 322130

Naples, FL

Past

April 19, 2021 - August 4, 2023

LAIDLAW WEALTH MANAGEMENT LLC

RIA

CRD#: 150040

Naples, FL

Past

January 19, 2021 - August 4, 2023

LAIDLAW & COMPANY (UK) LTD.

CRD#: 119037

LONDON,

Past

September 30, 2011 - December 2, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NAPLES, FL

Past

September 30, 2011 - December 2, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NAPLES, FL

Past

October 29, 2008 - October 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BONITA SPRINGS, FL

Past

October 29, 2008 - October 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BONITA SPRINGS, FL

Past

April 2, 2007 - October 30, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

SANTA MONICA, CA

Past

April 2, 2007 - October 30, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

SANTA MONICA, CA

Past

July 3, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SANTA MONICA, CA

Past

July 3, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

SANTA MONICA, CA

Past

January 17, 2003 - July 25, 2003

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

LOS ANGELES, CA

Past

January 17, 2003 - July 25, 2003

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

December 1, 1994 - January 17, 2003

PERSHING LLC

RIA

CRD#: 7560

LOS ANGELES, CA

Past

December 1, 1994 - January 17, 2003

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

October 16, 1991 - December 2, 1994

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAPLES WEALTH PLANNING

NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/4/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/10/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/25/1991

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/14/1991

General Securities Representative Examination

Current Firm

NAPLES WEALTH PLANNING

NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

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Contact information

Main Address

3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103

Mailing Address

Phone number

(239) 330-4183

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NWP FORM ADV 2A - (AMENDED OCTOBER 2025) (10/24/2025)

NAPLES WEALTH PLANNING, LLC - ADV 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	795
AUM (Assets Under Management)	$ 356,289,605

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael J. Iacampo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael J Iacampo's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPRINT WEALTH LLC

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

IMPRINT WEALTH LLC

LAIDLAW WEALTH MANAGEMENT LLC

LAIDLAW & COMPANY (UK) LTD.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

PERSHING LLC

PERSHING LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

NAPLES WEALTH PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/1992

Series 63

Date: 12/10/1991

SIE

Date: 10/1/2018

Series 3

Date: 10/25/1991

Series 7

Date: 10/14/1991

Current Firm

NAPLES WEALTH PLANNING

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAPLES WEALTH PLANNING

TRUST BUT VERIFY

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