user avatar

Ryan Campbell

Advisor at J.P. Morgan Securities

Updated today
J.P. Morgan Securities logo

Firm

J.P. Morgan Securities

Location

Lafayette, IN 47905

Credentials

Series 63, Series 66

Industry experience

4 years

Fee options

Percentage

$25 million - $50 million: 0.30% $50 million - $100 million: 0.25% $100 million - $250 million: 0.20% $250 million+: Negotiable

Other

Account minimum: $25 million

Work history

Summitt Realty LLC

2026 - Present (1 year)

PLC Holdings LLC

2025 - Present (1 year)

Campmann Properties LLC

2023 - Present (3 years)

JPMorgan Chase BAnk, N.A.

2023 - Present (3 years)

J.P. Morgan Securities LLC

2023 - Present (3 years)

Northwestern Mutual Wealth Management Company

2022 - 2023 (1 year)

Northwestern Mutual Life Insurance Company

2021 - 2023 (2 years)

Northwestern Mutual Investment Services LLC

2021 - 2023 (2 years)

Lafayette Jefferson High School

2015 - 2018 (3 years)

Tecumseh Junior High School

2012 - 2021 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Tyler S

CFP®

Lafayette, IN

BBK Wealth LLC

I work to help folks manage their wealth and the way they think about it... I am an Indy-based financial advisor and founder of BBK Wealth. I grew up on the border of NY and PA  in “the valley” and later in the finger lakes region where his parents still live.  Seneca Lake is his proud home. Why Indiana? I attended Notre Dame to earn my degree in Finance and then my masters in Education. Now – me and my wife, Maggie,  have 4 kids (KCMT) and a great dog named Winnie. BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security. We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.

General estate planning guidance Family Business Business ownership considerations Founder/Business Owner Baby Boomers (Born 1946-1964) Parents

Cody L

CFP®, EA

Lafayette, IN

Next Adventure Financial LLC

I’m Cody Lachner, a financial planner and outdoor enthusiast who loves helping individuals live more intentional lives. Not everyone strives for the traditional retirement where you work a 9-5 until 65, but, much of the financial services industry is built around this old goal. There’s been a lack of advice & guidance for folks who want to do things their own way. Maybe you aim to take a mid-career sabbatical, or live in an RV travelling 6+ months per year, or retire early to spend more time outdoors, or simply reduce the amount of time you spend worrying about money… Whatever your goal, I’m here to serve as your financial guide to help you prepare and navigate your way to & through your goals. As your financial guide, I also help reduce your time spent on financial decisions so you have more time to devote towards the things you love. I use technology to work with individuals virtually, throughout the country. As long as you have internet, we can work together to plan for your dream life! Personally: My wife and I love the outdoors! We spend our time hiking, camping/backpacking, mountain biking, packrafting, and literally anything else outdoors. Our favorite place in the world is Alaska. We find ourselves going back again and again. My favorite trip was hiking the Stampede Trail in 2021 (this trail was made famous by the book & movie – Into the Wild).

General retirement planning General tax planning Baby Boomers (Born 1946-1964)

Brad G

CFP®, Series 66

Lafayette, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement withdrawal strategies

Darrell W

CFP®, Series 66

West Lafayette, IN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning

Luke R

CFP®, Series 66

Lafayette, IN

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Dailey T

Series 66

Lafayette, IN

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Inheritance planning Educators, Teachers, and Academics
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")