Tania Campbell-Cruser
Tania Campbell-Cruser is a registered investment advisor at Edward Jones, based in Maxwell, IN, with 29 years of industry experience. Tania is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
228 North Main Street, Suite A, Maxwell, IN, 46154
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2007Other Business Activities
Tania owns Bunny Egg Farms, where she helps raise and breed rabbits and chickens, and C&C Hauling, where she has no responsibilities. She also works part-time in customer service at Cabelas and occasionally drives for her son's power washing business.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Fifth Third Securities, INC.Broker
Frontier Financial Consultants, INC.Broker
David A. Noyes & CompanyBroker
Conseco Securities, INC.Broker
David A. Noyes & CompanyBroker
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Charles Schwab & CO., INC.Broker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
National City Investments CorporationBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.