Gordon Campbell has been an investment adviser representative at Aegis Wealth Management since November 2019, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
Gordon Campbell’s longest registration is the current one, 6 years at Aegis Wealth Management since 2019. Before joining Aegis Wealth Management in 2019, Gordon Campbell was registered through Lifemark Securities Corp. and Blue Duck Wealth Management.
- Crown Haven Wealth ManagementAlso current– present · 6 yearsCarmel, IN · Adviser representative · Firm CRD 306691
- – present · 6 yearsCarmel, IN · Adviser representative · Firm CRD 301990
- Lifemark Securities Corp.– · 1 yearCarmel, IN · Adviser representative · Firm CRD 16204
- Blue Duck Wealth Management– · 1 yearCarmel, IN · Adviser representative · Firm CRD 281832
- Total Advisor Network, LLC– · under a yearSpokane, WA · Adviser representative · Firm CRD 171616
- Northwestern Mutual Investment Services,llc– · under a yearIndianapolis, IN · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Gordon Campbell is registered as an investment adviser representative in Indiana, since November 2019.
- IndianaSince 22 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 December 2014 |
| Series 7 | General Securities Representative Examination | 5 November 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gordon Spencer Campbell
- CRD
- 6374489
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- 11495 N. Pennsylvania St., Carmel, IN 46032
- Registration
- Investment adviser registration
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Gordon Campbell work?
Gordon Campbell is an investment adviser representative registered through Aegis Wealth Management, Inc. since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Gordon Campbell a financial advisor?
Yes. Gordon Campbell has a current investment-adviser registration in Indiana, through Aegis Wealth Management since November 2019.
How many years of experience does Gordon Campbell have?
Gordon Campbell has 11 years in the financial industry, since February 2015, across 6 adviser firms.
What exams has Gordon Campbell passed?
Gordon Campbell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2014. FINRA credited Gordon Campbell with the SIE, which began in October 2018.
Where did Gordon Campbell work before Aegis Wealth Management?
Before Aegis Wealth Management, Gordon Campbell was registered through Blue Duck Wealth Management, February 2017 to March 2018; Total Advisor Network, LLC, April 2016 to February 2017; Northwestern Mutual Investment Services,llc, May 2015 to May 2016.
Where is Gordon Campbell based?
Gordon Campbell’s registered office is in Carmel, IN.
Is Gordon Campbell registered with FINRA?
No. Gordon Campbell has no current broker registration.
How can I verify Gordon Campbell’s record?
Search CRD 6374489 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gordon Campbell’s full registration record.
