RK
CFP
RK
CFP

Rod Kamps

32 Years of Experience
Sells Insurance

Rod Kamps is a CFP-designated registered investment advisor at Financial Advisors Network, INC., based in Tustin, CA, with 32 years of industry experience. Rod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 809 clients with $950M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
809 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$954.0M

Fee Structure

Planning is included in investment management (also available separately)

Financial Advisors Network (FAN) offers investment management through SEI programs. The annual advisory fee is up to 1.30% of the assets in the SEI program account, and this fee is negotiable. The fee is paid quarterly in arrears. FAN also offers a wrap fee program, but fees for this program are described in a separate brochure.

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Location

1432 Edinger Ave, Suite 200, Tustin, CA, 92780

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Rod is involved in several business activities, including real estate rentals, insurance services, accounting, and trust deed investments. He spends about a quarter of his time on Kamps, Inc., a DBA for tax/investment purposes, and about 10-20% of his time with First Trust Deed Investments, Inc.

Employment History
Current Registrations
Financial Advisors Network, INC.
January 2011 - Present · 15 yrs 3 mos
Previous Registrations
Financial Advisors Network, INC.
March 2010 - December 2010 · 9 mos
The Financial Advisors Network
January 2004 - February 2008 · 4 yrs 1 mo
LPL Financial LLC
September 1999 - October 2011 · 12 yrs 1 mo
LPL Financial LLCBroker
April 1999 - March 2018 · 18 yrs 11 mos
Cal Fed InvestmentsBroker
January 1997 - April 1999 · 2 yrs 3 mos
Invest Financial CorporationBroker
June 1994 - January 1997 · 2 yrs 7 mos
Invest Financial CorporationBroker
June 1993 - May 1994 · 11 mos
Chatfield Dean & CO., INC.Broker
January 1993 - February 1993 · 1 mo
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.