Danielle E. Campbell

PTMA INVESTMENT ADVISORS

Denver, CO 80202

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CRD#: 5082063

Professional summary

Danielle Elizabeth Steers Campbell, who also goes by Danielle Elizabeth Campbell, Danielle Elizabeth Steers Miss, Danielle Elizabeth Steers Mrs, Danielle Elizabeth Steers, is a registered financial advisor currently at PTMA INVESTMENT ADVISORS located in Denver, Colorado.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Danielle has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danielle Elizabeth Campbell | Danielle Elizabeth Steers Miss | Danielle Elizabeth Steers Mrs | Danielle Elizabeth Steers

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Elizabeth Steers Campbell's 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

August 23, 2023 - Present

PTMA INVESTMENT ADVISORS

Office #1: 717 17th Street Suite 1850, Denver, CO 80202

RIA

CRD#: 159189

Denver, CO

Past

July 13, 2007 - October 17, 2007

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

March 2, 2006 - April 12, 2007

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

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".

PTMA INVESTMENT ADVISORS

GFAM | PUBLIC TRUST ADVISORS, LLC | PTMA INVESTMENT ADVISORS

CRD#: 159189 / SEC#: 801-72782

RIA

Registered Investment Advisory firm - (10/13/2011 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

Colorado
(8/23/2023)

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: 8/23/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/19/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/1/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PTMA INVESTMENT ADVISORS

GFAM | PUBLIC TRUST ADVISORS, LLC | PTMA INVESTMENT ADVISORS

CRD#: 159189 / SEC#: 801-72782

RIA

Registered Investment Advisory firm - (10/13/2011 Approved)

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Contact information

Main Address

717 17th Street Suite 1850, Denver, CO 80202

Mailing Address

Phone number

(855) 395-3954

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	241
AUM (Assets Under Management)	$ 94,211,094,125

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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Danielle E. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Elizabeth Steers Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

PTMA INVESTMENT ADVISORS

TRANSAMERICA CAPITAL, LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

PTMA INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2023

Series 63

Date: 12/19/2006

Series 6

Date: 3/1/2006

Current Firm

PTMA INVESTMENT ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PTMA INVESTMENT ADVISORS

TRUST BUT VERIFY

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