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John David Campbell

ON Investment Management Co.

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About John David Campbell

John Campbell is a financial professional with over 30 years of experience in the industry. John is currently registered with ON Investment Management Co., where John is a Registered Representative. Prior to this, John has been with New England Securities, MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. John is currently licensed to provide investment advice in Arizona, California, Idaho, Illinois, Minnesota, Nebraska, New York, Texas and Wisconsin. John offers financial planning and portfolio management services for both individuals and businesses. John is also a licensed insurance agent and offers insurance products through a separate business.

Firm Information

John Campbell is currently registered with ON Investment Management Co.. ON Investment Management Co. is an investment advisor registered with the SEC with its main office in Cincinnati, Ohio. The firm has 206 licensed agents and manages approximately $2.2 billion in regulatory assets under management for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management, and other advisory services.
ON Investment Management Co.

ONE FINANCIAL WAY

CINCINNATI, OH 45242

$2.20B

Assets Under Management

275

Total Clients

196

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Campbell’s Registration & Firm History

MN

12/19/2013 - Present

ON Investment Management Co. (BLOOMINGTON MN)

MN

12/12/1990 - 08/28/2006

NEW ENGLAND SECURITIES (MINNETONKA MN)

NA

01/02/1988 - 06/14/1988

MML INVESTORS SERVICES, INC.

NA

10/14/1980 - 01/02/1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 12/10/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for John David Campbell. Review regulatory record here.
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