Ian C. Campbell

CURTIS CAPITAL ADVISORS

OVERLAND PARK, KS 66210

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CRD#: 7119702

Professional summary

Ian Cade Campbell, who also goes by Ian Campbell, is a registered financial advisor currently at CURTIS CAPITAL ADVISORS located in Overland Park, Kansas.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ian has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ian Campbell

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.

Independent insurance agent since 2021. Activity represents a few hours per month, some of which may be during regular market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Cade 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

May 24, 2024 - Present

CURTIS CAPITAL ADVISORS

Office #1: 7900 College Blvd., Suite 140, Overland Park, KS 66210

RIA

CRD#: 330835

OVERLAND PARK, KS

Past

August 15, 2019 - May 30, 2024

IHT WEALTH MANAGEMENT LLC

RIA

CRD#: 171481

Overland Park, KS

Past

June 29, 2019 - April 13, 2021

LPL FINANCIAL LLC

CRD#: 6413

OVERLAND PARK, KS

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".

CURTIS CAPITAL ADVISORS

CURTIS CAPITAL ADVISORS | CURTIS CAPITAL ADVISORS, LLC

CRD#: 330835 / SEC#: 801-132177

RIA

Registered Investment Advisory firm - (3/18/2025 Approved)

Kansas

Registered Investment Advisory firm - (3/21/2025 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

Kansas
(5/24/2024)

IAR

Texas
(7/14/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/3/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/19/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/9/2019

Securities Industry Essentials Examination

Current Firm

CURTIS CAPITAL ADVISORS

CURTIS CAPITAL ADVISORS | CURTIS CAPITAL ADVISORS, LLC

CRD#: 330835 / SEC#: 801-132177

RIA

Registered Investment Advisory firm - (3/18/2025 Approved)

Kansas

Registered Investment Advisory firm - (3/21/2025 Terminated)

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Contact information

Main Address

7900 College Blvd., Suite 140, Overland Park, KS 66210

Mailing Address

Phone number

(913) 344-5443

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CURTIS CAPITAL ADVISORS FORM ADV PART 2A (2/12/2025)

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 125,478,000

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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Ian C. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CURTIS CAPITAL ADVISORS

IHT WEALTH MANAGEMENT LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

CURTIS CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/3/2019

Series 7TO

Date: 3/19/2024

SIE

Date: 5/9/2019

Current Firm

CURTIS CAPITAL ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CURTIS CAPITAL ADVISORS

TRUST BUT VERIFY

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