Gordon Campbell is a registered investment advisor at Crown Haven Wealth Management, based in Guthrie Center, IA, 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. Their firm serves 340 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Crown Haven Wealth Management does not directly manage your investments. Instead, they recommend third-party investment advisors (TPIAs) who will manage your money. Crown Haven shares in the fees you pay to the TPIA. The total fees charged by the TPIA, including the portion shared with Crown Haven, will not exceed 3% of the value of your portfolio per year.
Location
317 State Street, Guthrie Center, IA, 50115
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Regulatory History
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.
Learn about disclosures →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
Aegis Wealth Management, INC.
Previous Registrations
Lifemark Securities CORP.Broker
Lifemark Securities CORP.
Blue Duck Wealth Management
Total Advisor Network, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Edward JonesBroker
State Registrations1 state
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.