Advisor at Curtis Capital Advisors
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Firm
Curtis Capital Advisors
Location
Overland Park, KS 66210
Credentials
Series 66
Industry experience
6 years
Ian Campbell is a financial advisor at Curtis Capital Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at IHT Wealth Management LLC and LPL Financial, LLC. Outside of his advisory role, he has served as an independent contractor for Kansas State University’s K-StateHD.TV for over a decade and has been an independent insurance agent since 2021. Curtis Capital Advisors serves individual investors, high-net-worth individuals, and trusts through discretionary and non-discretionary portfolio management, standalone financial planning, and referrals to third-party advisors. The firm emphasizes strategic asset allocation using low-cost index mutual funds and ETFs, avoiding market timing, and focuses on investor behavior and retention.
Based on Curtis Capital Advisors
Based on Curtis Capital Advisors
Fixed fees for standalone financial planning services begin at $2,500
$0 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.75% annually $3,000,000 - $9,999,999: 0.50% annually $10,000,000+: 0.25% annually
$500 per hour for standalone financial planning services
Fee-only: Flat fees for standalone financial planning begin at $2,500; hourly rate is $500/hour
7900 College Blvd., Suite 140
Overland Park, KS 66210
Kansas · Texas
Curtis Capital Advisors
2024 - Present (2 years)
IHT Wealth Management LLC
2019 - 2024 (5 years)
LPL Financial, llc
2019 - 2021 (2 years)
Kansas State University (K-StateHD.TV) "Independent Contract"
2012 - Present (14 years)
City Gym KC
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Overland Park, KS
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