Albin Bruce Campbell

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1986 → Present
  A.B. Campbell & Assoc.
  Orchard Lake, MI
• 01/2012 → 08/2017
  Sigma Financial Corporation
  Orchard Lake, MI
• 08/2017 → 06/2024
  Securities America, Inc.
  Orchard Lake, MI
• 08/2017 → 06/2024
  Securities America Advisors, Inc.
  Orchard Lake, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Orchard Lake, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Orchard Lake, MI

Previous Registrations

• 2017-08-23 → 2024-06-14
  Securities America Advisors, Inc.
  Orchard Lake, MI
• 2016-04-08 → 2017-08-23
  Spc
  Orchard Lake, MI
  Ann Arbor, MI

Other Businesses

A.B. CAMPBELL & ASSOCIATES LLC - DBA KNAUS FAMILY FARM LLC POSITION: Manager NATURE: I am a manager of our family farm which was passed down in my mothers family since it's ownership in 1920. The farm was established as a family LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/15/1984 ADDRESS: E3151 H44 Rd, Traunik MI 49891, United States DESCRIPTION: I oversee maintenance and management of the buildings and property of the farm. AFFILATED MEMBERS FINANCIAL LLC POSITION: Manager NATURE: This is a licensed insurance agency. It is not active at this time and I only keep the LLC and insurance licenses current. No business is currently conducted through this entity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2002 ADDRESS: PO Box 458, Keego Harbor MI 48320 DESCRIPTION: This is an insurance agency I created that has not been in use for several years. I only keep the license and LLC registration active for potential future use. SECURITIES AMERICA ADVISORS POSITION: Advisor / Manager NATURE: Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2016 ADDRESS: 3630 Erie Drive, Orchard Lake MI 48324 DESCRIPTION: Place client assets under management with third party money managers Charge hourly fees for portfolio reviews, generating plans AB CMPBELL & ASSOCIATES LLC POSITION: I the organization NATURE: My organization where I provided investment, advisory, insurance, marketing and consulting services. I also engage financial institutions to offer investment, insurance and advisory services for their account holders. INVESTMENT RELATED: Yes NUMBER OF HOURS: 138 SECURITIES TRADING HOURS: 138 START DATE: 07/01/1986 ADDRESS: 3630 Erie Drive, Orchard Lake MI 48324 DESCRIPTION: Work with individual clients providing investment, advisory and insurance services. Provide investment, advisory and insurance services through two credit unions. This includes managing the two sales representatives properly licensed to conduct business with the members of the credit union. I'm also involved in assisting to create marketing materials and programs for these serves offered through the credit union. I have also engaged in providing consulting services for credit unions in the past and have the ability to provide such services in the future.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-23
• S63 Uniform Securities Agent State Law Examination
  1992-05-04