John Kampen
John Kampen is a registered investment advisor at Creative Financial Designs, INC., based in Endeavor, WI, with 18 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 10,566 clients with $2.9B 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 | 2.00% |
Fees generally start at 0.50% and range up to a maximum of 2.00% annually depending on the platform and strategy selected. All fees are negotiable.
Fee Estimator
Location
Endeavor, WI
Get directionsHistory
Regulatory History (1)
Criminal
February 1989Other Business ActivitiesSells Insurance
John is affiliated with Creative Financial Designs and Kampen Financial & Wealth Management LLC as an owner. He also engages in independent insurance sales.
Employment History
Current Registrations
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Previous Registrations
Northland Asset Management
Northland Securities, INC.Broker
B. C. Ziegler and Company
B. C. Ziegler and CompanyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations9 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.