Jeffry A. Campeau

MSP INVESTMENT ADVISORS

Bingham Farms, MI 48025

Some features on this profile are disabled

CRD#: 6037537

Professional summary

Jeffry Alan Campeau, who also goes by Jeffry Campeau, is a registered financial advisor currently at MSP INVESTMENT ADVISORS, LLC located in Bingham Farms, Michigan.

Jeffry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeffry has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffry Campeau

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.

MELLEN, SMITH & PIVOZ, PLC, 30800 TELEGRAPH ROAD, SUITE 2800, BINGHAM FARMS, MI 48025, NON-INVESTMENT RELATED, CPA FIRM, MEMBER/PARTNER, I HAVE BEEN EMPLOYED WITH THIS FIRM SINCE JANUARY 1989. I CONTINUE TO WORK FULL-TIME (50 HOURS A WEEK) IN THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffry Alan Campeau'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

December 16, 2019 - Present

MSP INVESTMENT ADVISORS, LLC

Office #1: 30800 Telegraph Road, Suite 2800, Bingham Farms, MI 48025

RIA

CRD#: 162509

Bingham Farms, MI

Past

August 23, 2012 - December 31, 2015

MSP INVESTMENT ADVISORS, LLC

RIA

CRD#: 162509

BINGHAM FARMS, MI

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

Michigan
(12/16/2019)

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: 12/16/2019

Uniform Investment Adviser Law Examination

Current Firm

MSP INVESTMENT ADVISORS, LLC

CRD#: 162509 / SEC#:

Michigan

Registered Investment Advisory firm - (1/16/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

30800 Telegraph Road, Suite 2800, Bingham Farms, MI 48025

Mailing Address

Phone number

(248) 642-2803

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Jack Jerzewski

LPL ENTERPRISE, LLC

IAR

TROY, MI

Lyndon Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

IAR

Farmington Hills, MI

Michael Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffry A. Campeau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffry Alan Campeau's CRS (Customer Relationship Summary).

Certified licenses

Experience

MSP INVESTMENT ADVISORS, LLC

MSP INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2019

Current Firm

MSP INVESTMENT ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

MSP INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors