John Campbell
John Campbell is a registered investment advisor at On Investment Management CO, based in Bloomington, MN, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 8,323 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ONIMCO offers investment advisory programs where fees are based on a percentage of the assets managed. The fees are determined by the specific program sponsor you choose, and they typically have tiered fee schedules where larger accounts may receive reduced fees. The Investment Adviser Representative's portion of the fees is negotiable and may range from 0.30% to 1.50% annually. These fees do not include the fees charged by the investments themselves, such as mutual funds or ETFs. Additional fees may apply for tax management services or socially responsible screening.
Location
8011 34th Avenue South, Suite 436, Bloomington, MN, 55425
Get directionsHistory
Regulatory History (3)
Judgment / Lien
May 2013Judgment / Lien
June 2011Judgment / Lien
October 2006Other Business ActivitiesSells Insurance
John is a career agent selling insurance products, including life insurance, fixed annuities, immediate annuities, disability insurance, and long-term care insurance since 2006. This takes about 10-20% of his time, including during security hours.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Previous Registrations
New England SecuritiesBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations8 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.