PC
Patrick S. Campbell
MIDWESTERN FINANCIAL GROUP
IOWA CITY, IA 52240
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CRD#: 5584933
PC
Professional summary
Patrick Shihady Campbell is a registered financial advisor currently at MIDWESTERN FINANCIAL GROUP located in Iowa City, Iowa.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Patrick 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
None
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.
1. MFG Business Advisors, LLC, co-owner, less than 5% of his time, no hours during trading. // 2. Waste Water Supply. LLC, co-owner, less than 5% of his time, no hours during trading. // 3. JOC, LLC, a real estate holding company, co-owner, less than 5% of his time, no hours during trading. // All ENTITIES ABOVE ARE AT 967 EVERGREEN COURT, IOWA CITY, IOWA 52245 AND BOTH ARE NON-INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Shihady 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®
NoneExperience
Current
September 14, 2015 - Present
MIDWESTERN FINANCIAL GROUP
Office #1: 103 E College Street Suite 210, Iowa City, IA 52240RIA
CRD#: 270022
IOWA CITY, IA
Past
November 15, 2012 - March 23, 2016
CAMPBELL FINANCIAL GROUP
RIA
CRD#: 166009
IOWA CITY, IA
Past
June 2, 2009 - May 10, 2012
WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
RIA
CRD#: 28289
IOWA CITY, IA
Past
August 29, 2008 - May 10, 2012
WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
BD
CRD#: 28289
IOWA CITY, IA
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".
MF
MIDWESTERN FINANCIAL GROUP
CAMPBELL FINANCIAL GROUP, LLC | MIDWESTERN FINANCIAL, LLC | MIDWESTERN FINANCIAL GROUP, LLC | MIDWESTERN FINANCIAL GROUP | CAMPBELL RISK MANAGEMENT AND CONSULTING, LLC
CRD#: 270022 / SEC#: 801-132625
RIA
Registered Investment Advisory firm - (5/1/2025 Approved)Iowa
Registered Investment Advisory firm - (5/5/2025 Terminated)Texas
Registered Investment Advisory firm - (3/19/2021 Terminated)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
Iowa(9/14/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MF
MIDWESTERN FINANCIAL GROUP
CAMPBELL FINANCIAL GROUP, LLC | MIDWESTERN FINANCIAL, LLC | MIDWESTERN FINANCIAL GROUP, LLC | MIDWESTERN FINANCIAL GROUP | CAMPBELL RISK MANAGEMENT AND CONSULTING, LLC
CRD#: 270022 / SEC#: 801-132625
RIA
Registered Investment Advisory firm - (5/1/2025 Approved)Iowa
Registered Investment Advisory firm - (5/5/2025 Terminated)Texas
Registered Investment Advisory firm - (3/19/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
103 E College Street Suite 210, Iowa City, IA 52240
Mailing Address
Phone number
(319) 499-1620
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 483 |
| AUM (Assets Under Management) | $ 139,287,189 |
Red Flags
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Company Information
MIDWESTERN FINANCIAL GROUP
CRD#: 270022Iowa City, IA 52240TRUST BUT VERIFY
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