Ismael G Campos
Investment adviser representative at Osaic Wealth, Inc.
20 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Osaic Wealth, Inc.Jul 2022 to now
- Johnstonprentis InvestmentsJun 2022 to now
- Royal AllianceJun 2022 to now
- Abel Gonzalez TruckingJul 2017 to now
- Tu Decides MediaJan 2006 to now
- LPL Financial LLCJul 2021 to Jul 2022
- Craig BollingMar 2018 to Jul 2021
- Joed NgaruiyaJan 2018 to Mar 2018
- Various Insurance Carriers for W & R Insurance AgenciesMay 2014 to Jul 2021
- Waddell & Reed, IncMay 2014 to Jul 2021
- S.C.O.R.E.Nov 2013 to Oct 2017
- Yakima/morelia Sister City AssociationJun 2012 to Nov 2018
- Templo BetaniaJan 2010 to Jul 2021
- Expo NwJul 2006 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2973480
- Firm CRD
- 23131