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Edward Camp

Edward F. Camp, CFP®, CLU®, ChFC®

3900 Edison Lakes Pkwy # 103

Mishawaka, IN 46545
(574) 2730803

Independent to help you find the best options

About Edward F. Camp, CFP®, CLU®, ChFC®

I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right choices regarding their financial future.

Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600

General Information

Firm Start Year

1990

No.of Employees

5-9

CRD#

2052301

Firm CRD#

25427

Insurance License#

1074390

Name of Broker/Dealer

cfd Investments, Inc.

Name of Custodial Firm

National Financial Services

States Licensed in

Arkansas California Colorado Florida Georgia Illinois Indiana Michigan Missouri New Mexico New York North Carolina Oklahoma Oregon Pennsylvania Texas Washington Wisconsin

Years of Experience in Financial Services

28

Number of Years with Current Firm

17

Work Experience

Over 28 Years.

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, At your home, At my office, At your office

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®)

Securities Licenses

Series 24, Series 7, Series 63, Series 6, IAR

Insurance and Annuity Licenses

Accident, Casualty, Property, Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health

Firm Information

Firm's Number of Clients

9200

Firm's Number of Planning Clients

9200

Firm's Number of Managed Clients

9200

Assets Managed by Firm

1.15 Billion

Advisor's Number of Clients

300

Assets Managed by Advisor

75,000,000.00

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

0