JC
John D. Campbell
ON INVESTMENT MANAGEMENT CO
BLOOMINGTON, MN 55425
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CRD#: 716930
JC
Professional summary
John David Campbell, who also goes by Jack Campbell, None, is a registered financial advisor currently at ON INVESTMENT MANAGEMENT CO located in Bloomington, Minnesota and THE O.N. EQUITY SALES COMPANY located in Bloomington, Minnesota.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. John has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Campbell | None
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.
1) JOHN CAMPBELL; NOT INVESTMENT RELATED; 8011 34TH AVENUE SO. SUITE 318 BLOOMINGTON MN 55425; INSURANCE PRODUCTS; CAREER AGENT; 08/01/2006; 20 HOURS/MONTH (20 DURING SECURITY HOURS); SALE AND COUNSEL REGARDING LIFE INSURANCE, FIXED ANNUITY, IMMEDIATE ANNUITY, DISABILITY INSURANCE LONG TERM CARE INSURANCE.
CRS (Client Relationship Summary) - RIA
Click below to view John David 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®
NoneExperience
Current
December 19, 2013 - Present
ON INVESTMENT MANAGEMENT CO
Office #1: 8011 34th Avenue South Suite 318, Bloomington, MN 55425RIA
CRD#: 105662
BLOOMINGTON, MN
Current
August 1, 2006 - Present
THE O.N. EQUITY SALES COMPANY
Office #1: 8011 34th Ave S Suite 318, Bloomington, MN 55425BD
CRD#: 2936
Bloomington, MN
Past
December 12, 1990 - August 28, 2006
NEW ENGLAND SECURITIES
BD
CRD#: 615
MINNETONKA, MN
Past
January 2, 1988 - June 14, 1988
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Past
October 14, 1980 - January 2, 1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 2682
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/23/2019)
RR
California(10/25/2006)
RR
Idaho(6/19/2020)
RR
Illinois(10/17/2013)
RR
Minnesota(8/1/2006)
IAR
Minnesota(12/19/2013)
RR
Nebraska(2/20/2013)
RR
New York(8/31/2015)
RR
Texas(3/27/2013)
RR
Wisconsin(3/12/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Financial Way, Cincinnati, OH 45242
Mailing Address
P.o. Box 371, Cincinnati, OH 45201-0371
Phone number
(855) 262-0913
Established
Firm type
Fiscal year end
# of Employees
3,193
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,053 |
| AUM (Assets Under Management) | $ 2,376,953,646 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
