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Current Employers
Crown Haven Wealth Management

11555 N. Meridian St. Suite 560, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-10-01
  • IN RA
    APPROVED
    Since 2020-10-01

Branch Locations

11555 N. Meridian St. Suite 560, Carmel, IN 46032 • United States

Aegis Wealth Management, Inc.

317 State Street, Guthrie Center, IA 50115 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-11-22
  • IN RA
    APPROVED
    Since 2019-11-22

Branch Locations

317 State Street, Guthrie Center, IA 50115 • United States

11495 N. Pennsylvania St., Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crown Haven Llc Dba Crown Haven Wealth Advisors Carmel IN 03/2016 Present
Total Advisor Network, Llc Spokane IN 04/2016 02/2017
Blue Duck Wealth Management Carmel IN 02/2017 03/2018
Lifemark Securities Corp. Rochester NY 03/2018 11/2019
Aegis Wealth Management, Inc. Guthrie Center IA 11/2019 Present
Crown Haven Wealth Management Llc Carmel IN 10/2020 Present
Crown Haven Wealth Management Llc Carmel IN 08/2020 Present
  • 03/2016 → Present
    Crown Haven Llc Dba Crown Haven Wealth Advisors
    Carmel, IN
  • 04/2016 → 02/2017
    Total Advisor Network, Llc
    Spokane, IN
  • 02/2017 → 03/2018
    Blue Duck Wealth Management
    Carmel, IN
  • 03/2018 → 11/2019
    Rochester, NY
  • 11/2019 → Present
    Guthrie Center, IA
  • 10/2020 → Present
    Crown Haven Wealth Management Llc
    Carmel, IN
  • 08/2020 → Present
    Crown Haven Wealth Management Llc
    Carmel, IN
Previous Registrations
Other Businesses

1) DBA: CROWN HAVEN WEALTH ADVISORS. CROWN HAVEN LLC d/b/a CROWN HAVEN WEALTH ADVISORS / INVESTMENT RELATED / 11495 N. PENNSYLVANIA STREET, STE 201 CARMEL, IN 46032 / INDEPENDENT INSURANCE AGENT / 03/2016 / 95 HOURS/MONTH / 60 HOURS/MONTH DURING TRADING HOURS / SALES AND SERVICE OF LIFE AND ANNUITIES PRODUCTS. 2) AEGIS WEALTH MANAGEMENT, INC. / INVESTMENT RELATED / GUTHRIE CENTER, IA / INVESTMENT ADVISER REPRESENTATIVE /11/2019 / APPROXIMATELY 32 HOURS/MONTH / APPROXIMATELY 32 HOURS/MONTH DURING TRADING HOURS / INVESTMENT ADVISORY SERVICES 3) CROWN HAVEN WEALTH MANAGEMENT LLC / INVESTMENT RELATED / 11495 N. PENNSYLVANIA STREET, STE 201 CARMEL, IN 46032 / INVESTMENT ADVISER REPRESENTATIVE & CCO / 08/2020 / APPROXIMATELY 95 HOURS/MONTH / APPROXIMATELY 60 HOURS/MONTH DURING TRADING HOURS / INVESTMENT ADVISORY SERVICES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-05
  • S66 Uniform Combined State Law Examination
    2014-12-05
Other Names
  • Gordon Spencer Campbell
  • Gordon S Campbell

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