Dawn E. Campbell

TERRA WEALTH

Vancouver, WA

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CRD#: 2214340

Professional summary

Dawn Edythe Campbell, who also goes by Dawn E Campbell, Dawn Campbell, Dawn Edythe Fiskewold, is a registered financial advisor currently at TERRA WEALTH located in Vancouver, Washington.

Dawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Dawn has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dawn E Campbell | Dawn Campbell | Dawn Edythe Fiskewold

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.

DAWN CAMPBELL CONSULTING; INVESTMENT-RELATED; 15709 NE 42ND STREET, VANCOUVER, WA 98682; PRESIDENT; 3/27/2025; 40 HOURS/MONTH; PROVIDE DUE DILIGENCE AND SALES SUPPORT TO RIAS RELATED TO ALTERNATIVE REAL ESTATE AND QUALIFIED OPPROTUNITY ZONE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawn Edythe Campbell'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

January 24, 2025 - Present

TERRA WEALTH

RIA

CRD#: 320643

Vancouver, WA

Past

July 11, 2019 - December 19, 2024

APOLLON WEALTH MANAGEMENT, LLC

RIA

CRD#: 291902

Vancouver, WA

Past

December 21, 2018 - June 3, 2019

MADRONA FINANCIAL & CPAS

RIA

CRD#: 115753

Sherwood, OR

Past

April 26, 2018 - October 31, 2018

COLORADO FINANCIAL SERVICE CORPORATION

CRD#: 104343

Sherwood, OR

Past

August 4, 2015 - March 14, 2018

INLAND SECURITIES CORPORATION

CRD#: 15807

OAK BROOK, IL

Past

September 11, 2014 - April 30, 2015

MVP AMERICAN SECURITIES

CRD#: 118286

LAS VEGAS, NV

Past

September 5, 2013 - September 8, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MINNEAPOLIS, MN

Past

September 4, 2013 - September 8, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MINNEAPOLIS, MN

Past

September 27, 2010 - April 23, 2013

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

MINNEAPOLIS, MN

Past

September 16, 2010 - April 23, 2013

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

MINNEAPOLIS, MN

Past

June 8, 2009 - August 31, 2010

WELSH SECURITIES LLC

CRD#: 148203

MINNEAPOLIS, MN

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".

TERRA WEALTH

MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH

CRD#: 320643 / SEC#: 801-125822

RIA

Registered Investment Advisory firm - (6/3/2022 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

Washington
(1/24/2025)

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: 12/20/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/12/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/6/2009

General Securities Representative Examination

Current Firm

TERRA WEALTH

MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH

CRD#: 320643 / SEC#: 801-125822

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

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Contact information

Main Address

400 West English Road Ste 215, High Point, NC 27262

Mailing Address

Phone number

(305) 928-3772

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TERRA WEALTH MANAGEMENT LLC (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,917
AUM (Assets Under Management)	$ 399,431,686

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

Dawn E. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawn Edythe Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

APOLLON WEALTH MANAGEMENT, LLC

MADRONA FINANCIAL & CPAS

COLORADO FINANCIAL SERVICE CORPORATION

INLAND SECURITIES CORPORATION

MVP AMERICAN SECURITIES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

WELSH SECURITIES LLC

Primary Firm SEC Registration

TERRA WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2018

Series 63

Date: 6/12/2009

SIE

Date: 10/1/2018

Series 7

Date: 6/6/2009

Current Firm

TERRA WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TERRA WEALTH

TRUST BUT VERIFY

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