wiseradvisor

Edward Camp, ChFC®, CERTIFIED FINANCIAL PLANNER, CLU®, CFP®
Camp Wealth Management

Tel: 574-273-0803
3835 Edison Lakes Parkway Suite
Mishawaka, IN 46545

Independent to help you find the best options

Camp Wealth Management | Financial Advisor in Mishawaka ,IN


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
Gender:   Male
Insurance License#:   1074390
Name of Broker/Dealer:   cfd Investments, Inc.
Name of Custodial Firm:   National Financial Services
States Licensed in:   IAR
Number of Years with Current Firm:   19
Work Experience:   Over 30 Years.
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Annuities, Insurance, Mutual Funds, Stocks, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, At your office, At your home, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Variable Life, Property, Long Term Care, Accident, Health, Disability, Casualty, Annuity, 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


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


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Commissions, Flat Fee, Hourly
Fee % Based on Assets:   1


Edward Camp

Edward Camp

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

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. Because Edward is a fully independent financial advisor, he is able to truly shop the market for every available financial product and present the best options. It's a significant distinction for his clients. After working as an advisor for several major financial companies, He says, I realized my clients options were limited to those offered by my employers. I knew I could better serve people as an independent advisor. Edward has never looked back. I take advantage of my independent status, He explains, to find innovative options and then design custom investment portfolios with maximum growth potential and a minimum amount of risk.

Edward has a full compliment of securities licenses: 6, 7, 24 and 63, is an Investment Advisor Representative, a CFP®, Certified Financial Planner (TM) Professional CLU®, Chartered Life Underwriter® ChFC®, Chartered Financial Consultant® A former publisher and Indiana State and Midwest Regional chess champion, Edward has never done anything that brings him more satisfaction than helping retirees and high net worth individuals achieve peace of mind.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Baroda Berrien Center
Berrien Springs Bremen
Bristol Buchanan
Cassopolis Constantine
Dowagiac Eau Claire
Edwardsburg Elkhart
Galien Goshen
Jones Lakeville
Lapaz Middlebury
Milford Mill Creek
Mishawaka Nappanee
New Carlisle New Paris
New Troy Niles
North Liberty Notre Dame
Osceola Plymouth
Rolling Prairie South Bend
Three Oaks Union
Vandalia Wakarusa
Walkerton Wyatt
St. Joe

Compensation Arrangements

Check Money Order
Bank Transfer