Chad S. Campbell
Investment Adviser Representative at Capital Financial Planners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chad S. Campbell is an investment adviser representative with Capital Financial Planners in Salem, OR, where they have been registered since 2020. They have worked in the securities industry since 2013 and were previously registered with KMS Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Oregon and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capital Financial Planners, LLCJan 2016 – no end date reportedSalem, OR
- KMS Financial Services, Inc.Jul 2013 – Oct 2020Salem, OR
- KMS Financial Services, Inc.Dec 2013 – Oct 2020Salem, OR
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capital Financial Planners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $1,000,000 (waivable)
- $0 – $1,000,0001.00%
- $1,000,001 – $2,000,0000.75%
- $2,000,001 – $5,000,0000.50%
- $5,000,001 – $10,000,0000.25%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Management (values and vision for wealth, strategic planning, tailored investments, ESG/socially responsible capabilities, portfolio monitoring and review, multi-generational planning), Financial Planning (retirement transition planning, sustainability analysis, distribution strategies, Social Security strategies, collaboration with insurance team), Estate Planning (trust & estate services, charitable planning strategies, estate tax and gifting strategies, beneficiary coordination, collaboration with legal team), Tax Planning (tax minimization approach, portfolio coordination, tax law updates, collaboration with financial team), Client Communication (personal meetings, phone calls, virtual meetings, social media, newsletters, client events), Team Approach (one call concierge relationship, internal partnership structure, third-party resources), and Services for Trustees (fiduciary investment management, portfolio review, administrative advice, discretionary distribution guidance, collaborative estate planning).
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Salem, OR
- SEC file number:
- 801-119386
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 16, 2026
View full firm profileOther advisors at Capital Financial Planners
2 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad S. Campbell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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