VETTED

Edward Camp

CFP^®, ChFC^®, CLU^®

Tel: 574-273-0803 3835 Edison Lakes Parkway Suite 300 Mishawaka, IN 46545

Independent to help you find the best options

About Edward Camp

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^™ 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.

About CFD Investments, Inc

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

See Disclosures

Hobbies Details

Hobbies:

Chess, Fitness, Philosophy, spirituality & religion

General Information

Firm Start Year:

1986

No. of Employees:

100-499 Employees

Insurance License#:

1074390

Name of Broker/Dealer:

CFD Investments, Inc.

Name of Custodial Firm:

National Financial Services

States Licensed in:

IAR

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

Number of Years with Current Firm:

Work Experience:

Over 35 Years.

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management

Qualifications & Memberships

Insurance and Annuity Licenses:

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

Services

Investment Types:

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

Can meet clients in the following ways:

Your Office, Phone, Our Office, Your Home

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$500,000.00

Compensation Methods:

Hourly, Flat Fee, Commissions, Based on Assets

Fee % Based on Assets:

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:

200

Advisor's Number of Managed Clients:

100

Total Assets Under Management by Advisor:

$200,000,000.00

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1881990/wiseradvisor-cfd-investments,-inc-detailed-disclosure.html

32 Years of Experience

CRD# 2052301 Firm CRD# 25427Insurance License# 1074390SEC File# 8-41727Series: 6, 7, 24, 63

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsHave a clean record

Criminal Disclosures in Last 5 yearsHave a clean record

Office Hours