Steven Michael Kampschmidt
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Education Funding
- Investment Management
- Retirement Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Business Services
- Social Security & Medicare Planning
- Financial Planning
- Cashflow & Budgeting
Other Aliases
Steven Kampschmidt
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
SUMMIT PLACE FINANCIAL ADVISORS, LLC
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Current Firm
FREEDOM FOUND FINANCIAL | FREEDOM FOUND FINANCIAL LLC
Contact Information
Main Address
43 Old Ln., Towaco, NJ 07082Phone Number
(973) 588-7840# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
181AUM (Assets Under Management)
$68,960,280Similar Advisors
SUMMIT PLACE FINANCIAL ADVISORS, LLC
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Michael Kampschmidt's CRS (Customer Relationship Summary).
Services Offered by Steven
- Education Funding
- Investment Management
- Retirement Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Business Services
- Social Security & Medicare Planning
- Financial Planning
- Cashflow & Budgeting
Similar Advisors
SUMMIT PLACE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
