The Main Group - Morgan Stanley Smith Barney Team - Bellevue, WA
Morgan Stanley Smith Barney
The Main Group
at Morgan Stanley Smith Barney
500 108th Ave NE
Suite 1900
Bellevue, WA 98004
tel: (425) 453-3498
toll-free: (800) 426-3348
fax: (425) 453-3467
l - r: Lance D. Rummel, CFP®, Jan Main, Robert E. Main, Brenda F. Campbell
Robert E. Main
Senior Vice President
Financial Advisor
Portfolio Manager
tel: (425) 453-7734
toll free: (888) 236-5525
fax: (425) 453-3467
Professional Details
  • 1980 - present: Morgan Stanley Smith Barney
    Senior Vice President
    Portfolio Manager / Financial Advisor
    Bellevue, WA
  • Bachelor of Science - Business Administration
    University of Oregon
    Eugene, OR
  • Series 7 - General Securities Representative
  • Series 8 - General Securities Sales Supervisor
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 5 - Interest Rate Options
  • Series 15 - Foreign Currency Options
  • Registered Options Principal
  • Life and Health Insurance Licensed
Robert E. Main is licensed in the following state(s): AK, AZ, CA, CO, CT, DE, FL, HI, ID, IL, LA, MI, MN, MT, NJ, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA
Lance D. Rummel, CFP
Second Vice President
Financial Advisor
Financial Planning Specialist
tel: (425) 453-3498
toll free: (800) 426-3348
fax: (425) 453-3467
Professional Details
  • 2006 - present: Morgan Stanley Smith Barney
    Financial Advisor
    Bellevue, WA
  • 2005 - 2006: County Financial
    Registered Investment Advisor
    Albany, OR
  • Bachelor of Science
    Business Administration, Finance
    Oregon State University
    Corvallis, OR
  • Guided Portfolio Management Designation
  • Financial Planning Associate Designation
  • Certified Financial Planner Certification
  • Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Series 65 - Investment Advisory Agent
    Series 3 - National Commodity Futures
  • Life and Health Insurance Licensed
  • Lance Armstrong Foundation
    LIVESTRONG Challenge Donor
    LIVESTRONG Challenge Participant
  • Professional Association of Diving Instructors
    Divemaster
  • Junior Achievement of Washington
    Company Program Mentor
    Redmond HS; Redmond, WA
  • New Traditions
    Board Member
    Treasurer
    Seattle, WA
Lance D. Rummel, CFP is licensed in the following state(s): AK, AZ, CA, CO, CT, DE, FL, HI, ID, IL, LA, MI, MN, MT, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA
Jan Main
Financial Advisor
tel: (425) 453-7735
toll free: (800) 426-3348
fax: (425) 453-3467
Professional Details
  • 1983 - present: Morgan Stanley Smith Barney
    Financial Advisor
    Bellevue, WA
  • 1974 - 1983: The Bulletin Newspaper
    Retail Advertising Manager
    Bend, OR
  • Oregon State University
    Corvallis, OR
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 5 - Interest Rate Options
  • Life and Health Insurance Licensed
  • Animal Shelter of the Wood River Valley
    Board of Directors
Jan Main is licensed in the following state(s): AK, AZ, CA, CO, CT, DE, FL, HI, ID, IL, LA, MI, MN, MT, NJ, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA
Brenda F. Campbell
Registered Associate
Financial Planning Associate
tel: 425.453.3487
fax: 425.453.3467
Professional Details
  • 1998 - present: Morgan Stanley Smith Barney
    Registered Associate
    Financial Planning Associate
    Bellevue, WA
  • 1993 - 1997: Administrative Systems / Balanced Program Inc.
    Account Representative
    Seattle, WA
  • Bachelor of Arts - Psychology
    University of Washington
    Seattle, WA
    Seattle Preparatory School
    Alumnus
  • Financial Planning Associate Designation
  • Series 7, 63 & 66 Licensed
    Life & Disability Insurance Licensed

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