Unclaimed
John D Kampen has been working in the financial industry since April 2008. John is currently registered with Creative Financial Designs, Inc. and is licensed to provide investment advice in Wisconsin. John has held previous roles with Northland Securities, Inc., B. C. Ziegler and Company, and Wells Fargo Advisors, LLC. John has extensive experience providing financial advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
11/22/2017 - Present
Creative Financial Designs, Inc. (Endeavor WI)
MN
11/14/2017 - 11/15/2017
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
WI
12/13/2013 - 11/09/2017
B. C. ZIEGLER AND COMPANY (MIDDLETON WI)
WI
04/03/2008 - 12/20/2013
WELLS FARGO ADVISORS, LLC (MADISON WI)
BOTH
Issued 04/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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