Donnie Lane 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

• 05/2013 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 05/2013 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 04/2013 → Present
  Gcg Wealth Management
  Charlotte, NC
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Greenville, SC
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Greenville, SC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Simpsonville, SC

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Simpsonville, SC
• 2013-05-06 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Greenville, SC
• 2004-04-06 → 2013-05-06
  Securian Financial Services, Inc.
  Greenville, SC
  Mt. Pleasant, SC
  Greenville, SC

Other Businesses

1. FINANCIAL MANAGEMENT GROUP. POSITION: Insurance agent. NATURE: Sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/09/2013 ADDRESS: 1200 Woodruff Rd, Ste A-3, Greenville SC 29607, United States DESCRIPTION: Life, LTC, Health, Disability, Employee Benefits. 2. GCG WEALTH MANAGEMENT, INC. POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/03/2013 ADDRESS: 14 Wishing Well Court, Simpsonville SC 29681-4963, United States DESCRIPTION: Service Securities clients under DBA name of GCG Wealth Management and offer fixed annuities, life insurance, etc. 3. FINANCIAL MANAGEMENT GROUP POSITION: Owner NATURE: DBASole Proprietary ship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/13/1986 ADDRESS: 14 WISHING WELL Court, SIMPSONVILLE SC 29681, United States DESCRIPTION: Processing and review of renewal commissions from previous insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-25
• S63 Uniform Securities Agent State Law Examination
  1987-02-04

Other Names

• Don Campbell