FOUNDER & WEALTH ADVISOR | CIMA® CFP®
As the owner of Kampstra Wealth Management, Jim oversees the day-to-day operations of the company. His primary focus as a Wealth Advisor is consulting with business owners on their personal and business’ financial issues. Over the past twelve years, Jim has earned numerous industry certifications and accreditations including the Certified Investment Management Analyst (CIMA®) designation and the Certified Financial Planner (CFP®) designation. Jim also holds the FINRA Series 7, Series 24, and Series 66 securities licenses. Jim is also actively involved in the Gettysburg community and currently serves as a board member for the Totem Pole Playhouse and Treasurer for the Adams County Community Foundation.
Jim is a 2008 graduate of the prestigious Smeal College of Business at The Pennsylvania State University with a Bachelor of Science degree in finance. Jim spends his time away from work with family, enjoying the company of his wife Kelly, and their daughter and son. Jim was recently named one of Central Penn Business Journal‘s Forty Under 40 honorees in October 2019. He enjoys following the markets and politics, and also likes to stay active hiking and skiing.
Credentials and Licenses
Certified Investment Management Analyst (CIMA ®)
The Certified Investment Management Analyst (CIMA ®) certification mark is awarded by the Investment Management Consultants Association (IMCA®). Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. Candidates must pass an initial Qualification Exam, complete an executive education program at a top-20 business school registered with IMCA, pass a comprehensive Certification Exam, and document a minimum of 3 years of work experience in the financial services industry. CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individuals and institutional investors.
Certified Financial Planner (CFP ®)
The Certified Financial Planner (CFP®) and certification marks are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc. (CFP® Board) to individuals who meet its education, examination, work experience, and ethics requirements. Eligible candidates must have at least a bachelor’s degree (or its equivalent) in any discipline from an accredited college or university in order to obtain a CFP® certification. The candidate also must pass an examination, have three years of personal financial planning experience, and meet the CFP Board’s ethical requirements. To maintain the certification, the CFP® Board requires individuals to complete 30 hours of continuing education every two years and renew an agreement to be bound by its Standards of Professional Conduct.
FINRA Series 66 License
With this Financial Industry Regulatory Authority (FINRA) designation, the recipient can become a fee-based investment advisor, as opposed to a commission-based financial advisor. With a Series 66 license an individual can act as an Investment Advisor Representative, making recommendations or giving investment advice, managing client accounts or portfolios, determining which recommendations or advice regarding securities should be given, and providing investment advice. To obtain the Series 66 license an individual must receive a passing grade on an extensive 2 1/2 hour exam and hold the Series 7 license.
FINRA Series 24 License
With this Financial Industry Regulatory Authority (FINRA) designation, the recipient is qualified to supervise or manage branch activities such as corporate securities, REITs, variable contracts, and venture capital; a general principle may also approve advertising and sales literature, including communications regarding municipal securities. To obtain the Series 24 license an individual must receive a passing grade on an extensive 3 1/2 hour exam.
FINRA Series 7 License
With this Financial Industry Regulatory Authority (FINRA) designation, the recipient is qualified to become a Registered Representative of a broker-dealer in the United States. The Series 7 license is the most comprehensive of several securities licenses that permit an agent to communicate with retail investors. To obtain the Series 7 license an individual must receive a passing grade on a rigorous 6-hour exam.
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The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.
37 S. 5th Street
Gettysburg, PA 17325
Phone (717) 334-0097
Fax (717) 334-9203