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Donald Nathan Cameron

Advisor at Advisor Share Wealth Management, LLC — Rochester, IN

Updated today

Credentials

Series 63, Series 65

Experience

36 years

Location

Rochester, IN 46975

Advisor Share Wealth Management, LLC logo

Advisor Share Wealth Management, LLC

Multi-team

Total advisors

49

Across 45 offices

Clients per advisor

45 Low

Avg AUM per client

$121,600 Very Low

HNW client ratio

2% Very Low

About

Donald Cameron is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Brookstone Capital Management, TCM Securities, Inc., and has operated Cameron Financial since 1995. Outside of his advisory roles, he is also licensed as an insurance agent, selling life insurance, fixed annuities, and long-term care insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios.

Client services

Based on Advisor Share Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Comprehensive asset management platform provider

Expertise

Based on Advisor Share Wealth Management, LLC

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Advisor Share Wealth Management, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning fixed fees generally range from $500 to $25,000 depending on scope and services

Percentage

$0+: 0.40% - 0.60% (Platform asset-based fee range) $0+: 0.50% - 1.90% (Portfolio Management and Selection of Other Advisers fees, negotiable) $0+: 0.50% - 1.75% (Retirement Plan Asset Management Services fees, negotiable)

Commissions

Commission-based compensation for insurance products sold by firm representatives, separate from advisory fees

Project-based

Hourly Financial Planning and Consulting engagements at $250 per hour

Other

Account minimum: $25,000 Fee-only: Financial Planning fees negotiable from $500 to $25,000 (fixed fee), hourly fees at $250/hour

Location

See office

Rochester, IN

Po Box 512

Rochester IN 46975

Advisors at this office

1

Most active in

Indiana

Work history

36 years of industry experience

Brookstone Capital Management

2019 - 2024 • 5 years

Wheaton, IL

TCM Securities, Inc

2013 - 2019 • 6 years

Woodstock, GA

Cameron Financial

1995 - Present • 31 years

Rochester, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Lance N

Series 63, Series 66

Rochester, IN

Edward Jones

Lance Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Justin B

Series 66

Rochester, IN

Edward Jones

Justin Brady is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at FBL Marketing Services, LLC and Indiana Farm Bureau. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Planning for children with special needs Military & Veterans Founder/Business Owner
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Chas N

Series 66

Rochester, IN

Edward Jones

Chas Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding a Series 66 credential and beginning his advisory career in 2025. His prior experience includes roles at Murray Equipment Inc and education positions at Purdue University and Rochester School Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew B

Series 66

Kewanna, IN

LPL Financial

Matthew Berry is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at H.D. Vest Advisory Services and StrategIQ Financial Group. Outside of his advisory work, he is involved in several business ventures including land consulting and owning excavation and other local businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bryan B

Series 63, Series 65

Rochester, IN

LPL Financial

Bryan Bell is a financial advisor with LPL Financial based in Rochester, IN. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current role, he worked at the Social Security Administration for eight years. Bryan is also involved in his family business as a part-time bookkeeper at Plymouth Family Eyecare. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ashley C

Series 66

Rochester, IN

Edward Jones

Ashley Chipps is a Series 66 credentialed financial advisor with Edward Jones in Rochester, Indiana, where she has worked since 2013. She has 13 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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