Gordon
Campbell
Aegis Wealth Management, Inc
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About this Advisor
Gordon Campbell is a financial advisor who works out of Guthrie Center, Iowa with a total of 4 years of industry experience. Campbell currently works for Aegis Wealth Management, Inc. Their career trajectory has included roles at Edward Jones, Us Army, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Crown Haven LLC Dba Crown Haven Wealth Advisors, Total Advisor Network, LLC, Blue Duck Wealth Management, Lifemark Securities Corp, Aegis Wealth Management, Inc and Crown Haven Wealth Management LLC. Campbell has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Indiana. Aegis Wealth Management, Inc is an advisory firm that has its headquarters in Guthrie Center, IA. It has offices in 26 locations and a total of 28 financial advisors. It controls $135 million in assets under management between its 1,147 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,147 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Aegis Wealth Management, Inc most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Wealth Management, Inc Brokerage Details
$134,993,577
28
1,147
$117,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Gordon Campbell Work History
Gordon has been registered as a financial advisor for 4 years.*
Crown Haven Wealth Management LLC
Crown Haven Wealth Management LLC
Aegis Wealth Management, Inc
Crown Haven LLC Dba Crown Haven Wealth Advisors
Lifemark Securities Corp
Blue Duck Wealth Management
Total Advisor Network, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Edward Jones
Us Army
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gordon Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aegis Wealth Management, Inc
Guthrie Center, IA
Tewksbury, MA
Caldwell, ID
Guthrie Center, IA
Denver, CO
Wheat Ridge, CO
Carmel, IN
Wellington, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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