Edward Camp

Camp Wealth Management

3835 Edison Lakes Parkway Suite

Mishawaka, IN 46545

574-273-0803

Independent to help you find the best options

About Camp Wealth Management

I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right choices regarding their financial future.

Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600

General Information

Firm Start Year

1990

No.of Employees

5-9

CRD#

2052301

Firm CRD#

25427

Insurance License#

1074390

Name of Broker/Dealer

cfd Investments, Inc.

Name of Custodial Firm

National Financial Services

States Licensed in

IAR

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Over 30 Years.

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Phone, At my office, At your office, At your home

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®, CLU^®, CERTIFIED FINANCIAL PLANNER

Securities Licenses

Series 6, Series 63, Series 24, Series 7

Insurance and Annuity Licenses

Disability, Property, Casualty, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Firm's Number of Clients

9200

Firm's Number of Planning Clients

9200

Firm's Number of Managed Clients

9200

Assets Managed by Firm

1.15 Billion

Advisor's Number of Clients

300

Assets Managed by Advisor

$100,000,000.00

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

Fee % Based on Assets

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