DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Colton Campbell

Northwestern Mutual Investment Services,LLCno RAUMEdina, Mn dual registrantIAPD 7123970

Feed of 09/15/2026

Also filed as Colton Jason Campbell

At current firm

0 y

since Jul 22, 2026

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Northwestern Mutual Investment Services,LLC no RAUM current
since Jul 22, 2026 · Edina, Mn
Beam Wealth Advisors, Inc. independent RIA
Mar 4, 2026 to Mar 27, 2026 · St. Paul, Mn
LPL Enterprise, LLC BD affiliated
Aug 18, 2025 to Mar 11, 2026 · St Louis Park, Mn
Ameriprise Financial Services, LLC national BD
Jul 11, 2023 to May 5, 2025 · Minneapolis, Mn
Commonwealth Financial Network national BD
Apr 6, 2022 to Mar 30, 2023 · New Brighton, Mn

Moves

a registration end followed by a registration begin elsewhere

Beam Wealth Advisors, Inc. to Northwestern Mutual Investment Services,LLC
left Mar 27, 2026, registered Jul 22, 2026 (117 days) · Other
LPL Enterprise, LLC to Beam Wealth Advisors, Inc.
left Mar 11, 2026, registered Mar 4, 2026 (-7 days) · Affiliated broker-dealer or bank to independent RIA
Ameriprise Financial Services, LLC to LPL Enterprise, LLC
left May 5, 2025, registered Aug 18, 2025 (105 days) · Affiliated broker-dealer or bank to another
Commonwealth Financial Network to Ameriprise Financial Services, LLC
left Mar 30, 2023, registered Jul 11, 2023 (103 days) · Affiliated broker-dealer or bank to another

Signals

Colton Campbell left Beam Wealth Advisors, Inc. for Northwestern Mutual Investment Services,Llc (registered 2026-07-22)
Mar 27, 2026 · Advisor changed firm · fact
Colton Campbell left Lpl Enterprise, Llc for Beam Wealth Advisors, Inc. (registered 2026-03-04)
Mar 11, 2026 · Advisor changed firm · fact
Colton Campbell left Ameriprise Financial Services, Llc for Lpl Enterprise, Llc (registered 2025-08-18)
May 5, 2025 · Advisor changed firm · fact
Colton Campbell left Commonwealth Financial Network for Ameriprise Financial Services, Llc (registered 2023-07-11)
Mar 30, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: No RAUM reportedderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address