Julie A. Wurst, CFP
45yrs
Top advisor by experience in Tacoma
26yrs
Brian Eugene Kampbell
Financial advisor at Cetera Investment Advisers
At a glance
Experience26 years (since 2000)
How that compares ?Top 22% by experience in Washington
Office2501 N Alder Street, Tacoma, WA 98406
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2006 – 2021Voya Financial Advisors, Inc.Previously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Cetera Investment Advisers at 310-257-7880 and ask for Brian Eugene Kampbell. Brian works from the Tacoma, WA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2000, about 26 years. Top 22% by experience in Washington.
What licenses does Brian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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