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Gordon Campbell

Crown Haven Wealth Management
11 Years of Experience
Carmel, IN
Sells Insurance
View SEC Summary
View SEC Summary

Gordon Campbell is a registered investment advisor at Crown Haven Wealth Management, based in Carmel, IN, with 11 years of industry experience. Gordon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 394 clients.

Crown Haven Wealth Management
Compensation
N/A
Firm Size
4 advisors
Number of Clients
394 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Crown Haven does not directly manage assets or charge direct AUM fees. Fees are charged by recommended third-party investment advisers, and Crown Haven shares in a portion of those fees. The total combined fee will not exceed 3.0% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

11495 N. Pennsylvania St., Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gordon operates as an independent insurance agent under Crown Haven Wealth Advisors, selling life and annuity products, taking about half of his time. He is also an investment adviser representative for both Aegis Wealth Management, Inc. and Crown Haven Wealth Management LLC, dedicating about 20% of his time to each.

Employment History
Current Registrations
Crown Haven Wealth Management
October 2020 - Present · 6 yrs
Aegis Wealth Management, INC.
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Lifemark Securities CORP.Broker
March 2018 - December 2019 · 1 yr 9 mos
Lifemark Securities CORP.
March 2018 - December 2019 · 1 yr 9 mos
Blue Duck Wealth Management
February 2017 - March 2018 · 1 yr 1 mo
Total Advisor Network, LLC
April 2016 - February 2017 · 10 mos
Northwestern Mutual Investment Services,llc
May 2015 - May 2016 · 1 yr
Northwestern Mutual Investment Services, LLCBroker
May 2015 - May 2016 · 1 yr
Edward JonesBroker
November 2014 - January 2015 · 2 mos
State Registrations1 state
IN
Advisor

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.
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