Ian Cade Campbell
Investment Adviser Representative at Curtis Capital Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ian Cade Campbell is an investment adviser representative with Curtis Capital Advisors in Overland Park, KS, where they have been registered since 2024. They have worked in the securities industry since 2019 and were previously registered with IHT Wealth Management LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kansas and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas, 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.
- City Gym KCSep 2011 – Jun 2019Kansas City, MO
- Kansas State University (K-StateHD.TV) "Independent Contract"Sep 2012 – no end date reportedManhattan, KS
- LPL Financial, LLCJun 2019 – Mar 2021Overland Park, KS
- IHT Wealth Management LLCAug 2019 – May 2024Chicago, IL
- Curtis Capital AdvisorsMay 2024 – no end date reportedOverland Park, KS
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Curtis Capital Advisors
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
- Fixed fee
- $0 - $999,9991.00%
- $1,000,000 - $2,999,9990.75%
- $3,000,000 - $9,999,9990.50%
- $10,000,000 and above0.25%
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
Retirement planning and investment advisory services.
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:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Overland Park, KS
- SEC file number:
- 801-132177
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 2, 2026
View full firm profileOther advisors at Curtis Capital Advisors
1 other advisor in the directory
View Curtis Capital Advisors firm profileSimilar advisors in Overland Park, KS
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ian Cade 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.
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