JK
JK

John Kampen

17 Years of Experience
Endeavor, WI
1 DisclosureBrokerSells Insurance

John Kampen is a registered investment advisor at Creative Financial Designs, INC., based in Endeavor, WI, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9,767 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K

Creative Financial Designs offers investment management services through various strategies, each with its own focus and minimum account size. These strategies include American Funds Focused, Best in Class, Biblical Faith Values (CFD4, Combination, Eventide Focused, Funds, Income, Inspire Focused, Tax-Wise, Timothy Focused), CFD4, Combination, Exchange Traded Funds, Five Tool, Fundamental Opportunities, Funds, Global, Income Strategy, Large Cap Growth, Large Cap Value, Progressive Trends, and Tax-Wise. Fees for these services are not detailed in this brochure.

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Location

Endeavor, WI

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History

Regulatory History (1)
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Criminal
February 1989
Final Disposition
Other 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
November 2017 - Present · 8 yrs 6 mos
Creative Financial Designs, INC.
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Northland Asset Management
November 2017 - November 2017 · 0 mos
Northland Securities, INC.Broker
November 2017 - November 2017 · 0 mos
B. C. Ziegler and Company
December 2013 - November 2017 · 3 yrs 11 mos
B. C. Ziegler and CompanyBroker
December 2013 - November 2017 · 3 yrs 11 mos
Wells Fargo Advisors, LLC
April 2008 - December 2013 · 5 yrs 8 mos
Wells Fargo Advisors, LLCBroker
April 2008 - December 2013 · 5 yrs 8 mos
State Registrations9 states
AZCTFLIAINMNMONVWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.