John A. Campbell

NAMESAKE GROUP

Rochester, MI

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CRD#: 6645891

Professional summary

John Angus Campbell, CFP®, who also goes by John A Campbell, John Campbell, is a registered financial advisor currently at NAMESAKE GROUP located in Rochester, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. John has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John A Campbell | John Campbell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Oak Street Design LLC; Non-investment-related; 1135 N Oak St. Rochester, MI 48307; Residential Design Firm; Title: President - wife is 100% owner of the firm; 40 to 80 hours a Month; 40 to 80 hours during securities trading hours; Duties: bookkeeping, client management and business development.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Angus Campbell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 27, 2023 - Present

NAMESAKE GROUP

RIA

CRD#: 324779

Rochester, MI

Past

January 31, 2022 - December 7, 2022

DIVERSIFIED PORTFOLIOS, INC.

RIA

CRD#: 108942

BLOOMFIELD HILLS, MI

Past

May 20, 2016 - September 26, 2017

PLANTE MORAN FINANCIAL ADVISORS

RIA

CRD#: 112158

SOUTHFIELD, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(1/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/18/2016

Uniform Investment Adviser Law Examination

Current Firm

NAMESAKE GROUP

NAMESAKE GROUP | NAMESAKE GROUP LLC

CRD#: 324779 / SEC#:

Michigan

Registered Investment Advisory firm - (1/27/2023 Approved)

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Contact information

Main Address

Rochester, MI

Mailing Address

Phone number

(248) 672-4402

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 7,236,627

Red Flags

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John A. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Angus Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAMESAKE GROUP

DIVERSIFIED PORTFOLIOS, INC.

PLANTE MORAN FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/18/2016

Current Firm

NAMESAKE GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NAMESAKE GROUP

TRUST BUT VERIFY

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