Director of Wealth Management
Stewart Campbell, MBA, CFP®
801-325-6180scampbell.lpl@macu.com
Schedule an appointment
Meet the Investment Team Stewart Campbell, MBA, CFP®
Director of Wealth Management
Stewart Campbell is the Director of Wealth Management at Mountain America Investment Services. He entered the financial services industry in 2003—working in insurance, retail banking and financial planning. He joined our team as a wealth advisor in 2009 and moved into management in 2015.
Stewart holds a Bachelor of Science in Finance from Utah Valley University as well as a Master of Business Administration (MBA) from Utah State University.
Stewart was also recognized as a CERTIFIED FINANCIAL PLANNER™ (CFP®) by the Certified Financial Planner Board of Standards after meeting its rigorous credentialing standards.
Stewart holds the following registrations through LPL Financial: FINRA Series 7 and 66 securities licenses, as well as a Utah life and health insurance agent’s license.
Outside of the office, Stewart enjoys life with his wife and four children. He can regularly be found skiing, cooking, gardening, playing the piano or singing in choirs.
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
