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TC

Trever E. Campbell

KSB FINANCIAL SERVICES
Bend, OR 97701
CRD#: 8175783
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TC
Trever Eugene CampbellKSB FINANCIAL SERVICES

Professional summary

Trever Eugene Campbell, who also goes by Trever Eugene Lamson, is a registered financial advisor currently at KSB FINANCIAL SERVICES, LLC located in Bend, Oregon.

Trever is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Trever has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Trever Eugene Lamson

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 Trever Eugene Campbell'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®
None

Experience

Current

October 15, 2025 - Present

KSB FINANCIAL SERVICES, LLC

Office #1: 1777 Sw Chandler Ave, Suite 280, Bend, OR 97701
RIA
CRD#: 172553
Bend, OR

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
Oregon
(10/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2025
Uniform Investment Adviser Law Examination

Current Firm

KF
KSB FINANCIAL SERVICES, LLC
KSB FINANCIAL SERVICES, LLC

CRD#: 172553 / SEC#:

Oregon
Registered Investment Advisory firm - (8/24/2015 Approved)
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Contact information

Main Address
1600 Executive Parkway Suite 110, Eugene, OR 97401-7116
Mailing Address
Phone number
(541) 687-1170
Established
Firm type
Fiscal year end
# of Employees
11

Documents

Latest Form ADV

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.

Company Information

KSB FINANCIAL SERVICES, LLC

CRD#: 172553Bend, OR 97701

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