Cameron L. Wisley

J. HAGAN CAPITAL

LOUISVILLE, KY 40222

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CRD#: 6878987

Professional summary

Cameron Lee Wisley, who also goes by Cameron Lee Wisley Mr, is a registered financial advisor currently at J. HAGAN CAPITAL, INC. located in Louisville, Kentucky.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cameron has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron Lee Wisley Mr

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Lee Wisley'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

November 6, 2024 - Present

J. HAGAN CAPITAL, INC.

Office #1: 8311 Shelbyville Road, Louisville, KY 40222

RIA

CRD#: 168467

LOUISVILLE, KY

Past

February 19, 2021 - September 17, 2024

STRATEGIC WEALTH INVESTMENT GROUP, LLC

RIA

CRD#: 165474

Indianapolis, IN

Past

February 27, 2019 - September 18, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

FORT WAYNE, IN

Past

January 31, 2018 - September 18, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

FORT WAYNE, IN

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".

J. HAGAN CAPITAL, INC.

HERVEST | J. HAGAN, WARREN & ASSOCIATES WEALTH ADVISORS LLC | J. HAGAN WARREN CAPITAL PARTNERS LIMITED | J. HAGAN CAPITAL, INC. | J. HAGAN & WARREN

CRD#: 168467 / SEC#: 801-121718

RIA

Registered Investment Advisory firm - (7/9/2021 Approved)

Indiana

Registered Investment Advisory firm - (7/19/2021 Terminated)

Kentucky

Registered Investment Advisory firm - (7/15/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (8/2/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (7/30/2021 Terminated)

Virginia

Registered Investment Advisory firm - (7/31/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Kentucky
(11/6/2024)

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: 7/2/2018

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: 1/31/2018

General Securities Representative Examination

Current Firm

J. HAGAN CAPITAL, INC.

HERVEST | J. HAGAN, WARREN & ASSOCIATES WEALTH ADVISORS LLC | J. HAGAN WARREN CAPITAL PARTNERS LIMITED | J. HAGAN CAPITAL, INC. | J. HAGAN & WARREN

CRD#: 168467 / SEC#: 801-121718

RIA

Registered Investment Advisory firm - (7/9/2021 Approved)

Indiana

Registered Investment Advisory firm - (7/19/2021 Terminated)

Kentucky

Registered Investment Advisory firm - (7/15/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (8/2/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (7/30/2021 Terminated)

Virginia

Registered Investment Advisory firm - (7/31/2021 Terminated)

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Contact information

Main Address

8311 Shelbyville Road, Louisville, KY 40222

Mailing Address

Phone number

(502) 690-5635

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	2,042
AUM (Assets Under Management)	$ 260,883,940

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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Cameron L. Wisley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Lee Wisley's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. HAGAN CAPITAL, INC.

STRATEGIC WEALTH INVESTMENT GROUP, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

J. HAGAN CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/2/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/31/2018

Current Firm

J. HAGAN CAPITAL, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

J. HAGAN CAPITAL, INC.

TRUST BUT VERIFY

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