Ryan Campbell, CFP®, ChFC®, CLU®, AAMS™
First Vice President/Investments
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Ryan provides investment planning and guidance to individuals and companies. Investment plans are created based on investment objectives, time horizons, and risk/return expectations. Asset allocation and diversification are the foundation to these plans, which are then enhanced with customized risk mitigation strategies. Ryan entered the financial services industry by association with his father, David Campbell, with the common goal of being their clients' trusted advisor. Ryan believes that his first-hand knowledge of advanced planning strategies enables him to better serve clients by identifying opportunities and potential hazards that may have been overlooked by other advisors.
Asset allocation and diversification do not protect against loss nor ensure a profit.
- Experience
Ryan has been providing investment advice since 1994. He joined Stifel in 2009.
- Education
Bachelor of Science, Triple Majors in Finance, Marketing, and Logistics, The Ohio State University
- Licenses
Series 7, General Securities Representative
Series 63, Uniform Securities State Agent
Series 65, Investment Advisor Representative
State of Ohio Life, Health, and Variable Insurance (Including annuities)
- Certifications & Designations (optional professional achievements)
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) since 1997
Chartered Financial Consultant® (ChFC®) since 2001
Chartered Life Underwriter® (CLU®) since 2005
Accredited Asset Management Specialist™ (AAMS™) since 2013
- Professional Organizations & Affiliations
Member of the FPA (Financial Planning Association)
Member of Marion Rotary Club - Rotary International
Ryan and his wife, Sarah, live in Marion and have two children, Allison and Andrew. Ryan enjoys spending time with his family, and their favorite weekend getaway is Indian Lake.