Operating from the CAMPUS USA Credit Union Lake City Service Center at 1658 West US Highway 90, Lake City, FL 32055, CAMPUS Investment Services — offering securities and fiduciary investment advisory services through SEC-registered LPL Financial LLC (Firm CRD #6413, SEC File #801-10970) — provides accessible retirement income planning, pension rollover advisory, and conservative wealth management to Lake City and Columbia County retirees. Registered Representative and Investment Adviser Representative Joshua J. Hansen (Individual CRD #7436268, zero regulatory disclosures) works directly with Florida Gateway College, Columbia County School District, state agency, and healthcare retirees on Florida Retirement System (FRS) DROP and 403(b)/457(b) rollovers, Required Minimum Distribution (RMD) automation, fixed and indexed income annuities, and survivor beneficiary planning. (Also cross-referenced in Lake City: **State Farm Investment Management Corp.** `CRD# 3487` / `SEC# 801-8184`, advisor **John Anthony Kasak** `CRD# 4247376`, 25+ years experience at `876 SW SR 247, Lake City, FL 32025`, `(386) 752-7521`).
Official Verification Sources: FINRA BrokerCheck — Joshua J. Hansen (CRD# 7436268); CAMPUS Investment Services Official Portal (Lake City)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: LPL Financial LLC (Firm CRD #6413, SEC File #801-10970) supervises CAMPUS Investment Services at 1658 W US Hwy 90, Lake City, FL 32055.
Issuer: FINRA BrokerCheck / SEC IAPD
Notes: Joshua J. Hansen (Individual CRD #7436268, clean regulatory record) serves Columbia County retirees at 1658 W US Hwy 90, Lake City, FL 32055. Cross-referenced Lake City IAR: John Anthony Kasak (CRD #4247376, State Farm Investment Management Corp. CRD #3487, 876 SW SR 247, Lake City, FL 32025).
Factual details and direct answers about CAMPUS Investment Services — Joshua J. Hansen (LPL Financial LLC)'s services, licensing, and credentials.
Where is CAMPUS Investment Services located in Lake City?
CAMPUS Investment Services operates inside the CAMPUS USA Credit Union Lake City Service Center at 1658 West US Highway 90, Lake City, FL 32055 ((386) 754-9088), offering advisory services through LPL Financial LLC (CRD #6413) with advisor Joshua J. Hansen (CRD #7436268).
Can CAMPUS Investment Services assist Florida Gateway College and Columbia County School Board retirees?
Yes. The office specializes in helping North Central Florida educators, college staff, and state employees consolidate FRS DROP lump sums, 403(b) accounts, and 457 deferred compensation plans into retirement income portfolios.
Connect with complementary legal, financial, and residential providers serving seniors in Lake City and Columbia County.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.