Allen Campbell

With almost 30 years in the financial advisory business, Allen combines financial experience with honesty and integrity to serve his clients. He utilizes a comprehensive investment consulting process to tailor an investment plan for each client. He enjoys working as his client’s personal CFO developing a deep financial relationship and understanding with each client.

Allen graduated from the University of Wisconsin – Eau Claire with a Bachelor’s degree in Mathematics and a minor in Business Administration. He has been a member of Baird’s Chairman’s Club since 2003 (top 5% of advisors) and has been named a FORBES Best-in-State Wealth Advisor for seven consecutive years (2019-2025).

Allen resides in Eau Claire, Wisconsin, with his wife of almost 35 years, Jennifer. They have two sons and two grandchildren. He is actively involved in several organizations in his community. He has participated in several endurance sports including 2013 Ironman Wisconsin and finished the American Birkebeiner 23 times. The discipline and hard work needed to compete in these sports transfers into his professional life. This discipline drives him to help his clients realize their most important financial goals. In his spare time, you will most likely find him outdoors.

*Recognized by Forbes/SHOOK Research as a Best-In-State Wealth Advisor. Publication as of April 8, 2025, April 3, 2024; April 4, 2023; April 7, 2022; February 11, 2021; January 16, 2020; February 20, 2019. Rankings as of June 30 of the prior year.