John Campbell
John Campbell is a registered investment advisor at On Investment Management CO, based in Bloomington, MN, with 43 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 9,568 clients with $3.2B 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 | 1.50% |
Representative fees for managed account programs range from 0.30% to 1.50% annually. Third-party investment advisory programs have separate unique fee schedules.
Fee Estimator
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.
Exams
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