Steven Kampschmidt (CRD# 6690995) is an Investment Advisor Representative working at Freedom Found Financial in Boonton, NJ and has over 7 years of experience in the finance industry. Steven Kampschmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Financial | San Francisco, CA | Oct 2021 - Current | 2 |
| Freedom Found Financial Llc Dba Freedom Found Financial | Boonton, NJ | Dec 2019 - Current | 4 |
| Freedom Found Financial Llc Dba Freedom Found Financial | Boonton, NJ | Sep 2019 - Current | 4 |
| Bank Of America, N.a. - Merrill Lynch | Short Hills, NJ | Jun 2016 - Current | 7 |
| Bank Of America | Union, NJ | Jun 2014 - Jun 2016 | 2 |
| Unemployed | Bloomington, NJ | Mar 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- NJ
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts153ACCOUNTS
-
Average Account Value$324,778
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ
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