Michael N. Campbell

HAFELE INVESTMENTS

LOUISVILLE, KY 40222

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CRD#: 8044526

Professional summary

Michael Neal Campbell Jr, who also goes by Michael Campbell, is a registered financial advisor currently at HAFELE INVESTMENTS located in Louisville, Kentucky.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Michael has worked at 2 firms .

At a Glance

Always Fiduciary

Aliases

Michael 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Neal Campbell Jr'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

June 26, 2026 - Present

HAFELE INVESTMENTS

Office #1: 500 North Hurstbourne Parkway Suite 425, Louisville, KY 40222

RIA

CRD#: 341803

LOUISVILLE, KY

Past

February 20, 2025 - June 26, 2026

PRIVATE CLIENT SERVICES, LLC

RIA

CRD#: 120222

Louisville, KY

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
(6/26/2026)

IAR

Texas
(6/26/2026)

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

Current Firm

HAFELE INVESTMENTS

HAFELE FUNDS MANAGEMENT | HAFELE INVESTMENTS, INC. | HAFELE INVESTMENTS INC. | HAFELE INVESTMENTS

CRD#: 341803 / SEC#: 801-136566

RIA

Registered Investment Advisory firm - (6/22/2026 120-Day Approval)

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Contact information

Main Address

500 North Hurstbourne Parkway Suite 425, Louisville, KY 40222

Mailing Address

Phone number

(502) 365-1440

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- HAFELE INVESTMENTS (7/1/2026)

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 57,736,800

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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Michael N. Campbell

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Neal Campbell Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAFELE INVESTMENTS

PRIVATE CLIENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Current Firm

HAFELE INVESTMENTS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HAFELE INVESTMENTS

TRUST BUT VERIFY

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