Steven M. Kampschmidt

FREEDOM FOUND FINANCIAL

TOWACO, NJ 07082

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CRD#: 6690995

Professional summary

Steven Michael Kampschmidt, CFP®, who also goes by Steven Kampschmidt, is a registered financial advisor currently at FREEDOM FOUND FINANCIAL located in Towaco, New Jersey.

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

Question & Answer

What are your service offerings?

Education Planning

Investment Planning

Retirement Income Management

Retirement Planning

Insurance Planning

Estate Planning

Tax Planning

Inheritance

Employee and Employer Plan Ben...

Social Security Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Baby Boomers

Cash Flow/Budgets/Credit Issue...

Corporate Executives

Estate & Generational Planning...

Fixed Fee (Subscription, Retai...

High Net Worth Client Needs

Are you a "fiduciary"?

Yes

Aliases

Steven Kampschmidt

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.

Financial Consultant at CivicSolutions Group; Boonton, NJ; 07/2024; assists underprivileged youth with ABLE and PASS accounts and offers general educational support to their families involved in the program.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Kampschmidt'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

December 13, 2019 - Present

FREEDOM FOUND FINANCIAL

Office #1: 43 Old Ln., Towaco, NJ 07082

RIA

CRD#: 306009

TOWACO, NJ

Past

October 12, 2021 - August 7, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

BOONTON, NJ

Past

November 16, 2016 - December 17, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SHORT HILLS, NJ

Past

September 30, 2016 - December 17, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SHORT HILLS, NJ

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

New Jersey
(12/13/2019)

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 66

Date: 11/14/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/30/2016

General Securities Representative Examination

Current Firm

FREEDOM FOUND FINANCIAL

FREEDOM FOUND FINANCIAL | FREEDOM FOUND FINANCIAL LLC

CRD#: 306009 / SEC#:

New Jersey

Registered Investment Advisory firm - (12/13/2019 Approved)

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Contact information

Main Address

43 Old Ln., Towaco, NJ 07082

Mailing Address

Phone number

(973) 588-7840

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	163
AUM (Assets Under Management)	$ 55,987,156

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.

Contact information

(xxx) xxx-xxxx

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Steven M. Kampschmidt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Kampschmidt's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM FOUND FINANCIAL

ORIGIN INVESTMENT ADVISORY LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2016

SIE

Date: 10/1/2018

Series 7

Date: 9/30/2016

Current Firm

FREEDOM FOUND FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FREEDOM FOUND FINANCIAL

TRUST BUT VERIFY

Contact information

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