Brook Campbell

GEOWEALTH MANAGEMENT LLC

Leawood, KS 66211

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CRD#: 6598994

Professional summary

Brook Campbell, who also goes by Brook Addison Buck, Brook Buck, Brook Buck Campbell, Brook Addison Connelly, is a registered financial advisor currently at GEOWEALTH MANAGEMENT LLC located in Leawood, Kansas and CREATIVEONE SECURITIES, LLC located in Overland Park, Kansas.

Brook is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Brook has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brook Addison Buck | Brook Buck | Brook Buck Campbell | Brook Addison Connelly

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.

GEOWEALTH MANAGEMENT, LLC; INVESTMENT-RELATED; 444 N MICHIGAN AVE, STE 820, CHICAGO, IL 60611; TAMP AND INVESTMENT MANAGEMENT SERVICES; VP RELATIONSHIP MANAGER; BEGAN MAR 2019; APPROXIMATELY 120 HOURS PER MONTH, WITH 120 HOURS DURING SECURITIES TRADING HOURS; SUPPORT AND DEVELOP EXISTING RELATIONSHIPS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brook 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

July 22, 2020 - Present

GEOWEALTH MANAGEMENT LLC

Office #1: 1460 Tomahawk Creek Parkway, Leawood, KS 66211

RIA

CRD#: 148222

Leawood, KS

Current

January 5, 2018 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

RIA

CRD#: 152974

Overland Park, KS

Past

April 18, 2016 - August 11, 2016

GOLDMAN SACHS & CO. LLC

CRD#: 361

CHICAGO, IL

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".

GEOWEALTH MANAGEMENT LLC

GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA

Registered Investment Advisory firm - (2/25/2010 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Illinois
(7/22/2020)

Kansas
(1/5/2018)

IAR

Kansas
(7/22/2020)

Missouri
(1/2/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/23/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/20/2016

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: 4/18/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

GEOWEALTH MANAGEMENT LLC

GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA

Registered Investment Advisory firm - (2/25/2010 Approved)

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Contact information

Main Address

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611

Mailing Address

Phone number

(312) 219-9160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GEOWEALTH WRAP FEE PROGRAM BROCHURE (11/7/2025)

ADV PART 2A - FIRM BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts	77,019
AUM (Assets Under Management)	$ 13,610,973,546

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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Firm Stability Insights

Brook Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CREATIVEONE SECURITIES, LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

GEOWEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/23/2020

Series 63

Date: 1/20/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/18/2016

FINRA

Current Firm

GEOWEALTH MANAGEMENT LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GEOWEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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