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John Campise

Advisor at TKG Wealth Advisers LLC

Updated today

Location

Cranford, NJ 07016

Credentials

Series 63, Series 65

Industry experience

10 years

About

John Campise is a financial advisor at TKG Wealth Advisers LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Park Ave Securities and Guardian Life Insurance. Campise Financial Strategies, LLC, an entity he created for financial advisory services, is currently inactive. TKG Wealth Advisers provides discretionary wealth management and related services to individuals, families, pension and profit-sharing plans, and businesses. The firm constructs diversified portfolios using mutual funds, ETFs, equities, fixed income, and third-party managers, and is closely affiliated with an accounting practice that offers accounting and tax services.

Client services

Based on TKG Wealth Advisers LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on TKG Wealth Advisers LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance

Occupation focus

Based on TKG Wealth Advisers LLC

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees for financial planning services range from $1,200 to $10,000

Percentage

Up to 1.75% annually

Commissions

Insurance products sold by IA-Reps generate commissions (insurance fees) separate from advisory fees

Project-based

Hourly consulting fees range from $150 to $500 per hour

Other

Account minimum: $50,000 Minimum fee: Minimum fee for financial planning services is $1,200 Fee-only: Financial planning and consulting services charged as fixed fees ($1,200 to $10,000) or hourly fees ($150 to $500 per hour)

Location

1150 Raritan Rd., Suite 201

Cranford, NJ 07016

Most active in

New Jersey · Texas

Work history

TKG Wealth Advisers LLC

2024 - Present (2 years)

Park Ave Securities

2015 - 2023 (8 years)

Guardian Life Ins

2014 - 2023 (9 years)

Disclosures

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

Business activities & affiliations

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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Phillip D

Series 65

Staten Island, NY

Heartland Northeast LLC

Phillip Defranco is the Managing Member and Chief Compliance Officer of Heartland Northeast LLC, holding a Series 65 designation with one year of industry experience. He has prior experience at Kornett, Inc. and is the owner of Northeast Advocacy Network, Inc., where he also serves as a licensed insurance agent. Heartland Northeast LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, utilizing a combination of analytical methods focused on long-term trading and tailored model allocations. The firm offers both discretionary and non-discretionary management and sponsors a wrap fee program.

Annuities
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Matthew W

Series 65

Colonia, NJ

WRIGHT Investment Partners LLC

Matthew Wright is the principal and sole advisor at WRIGHT Investment Partners LLC, with eight years of industry experience. He holds a Series 65 designation and previously worked as a private investor for five years before founding his firm in 2016. Outside of advisory work, he is a principal in a business that owns a small Class C office building. WRIGHT Investment Partners LLC provides portfolio management services to individual and high net worth clients, focusing on personalized Investment Policy Statements and discretionary management. The firm uses a combination of fundamental and quantitative analysis with a long-term trading approach, offering a range of investment products and conducting at least monthly account reviews.

Annuities
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Michael G

Series 66

Elizabeth, NJ

Luxe Capital Management Inc.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Passive / index investing
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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Stephen Hanley is the sole advisor at Hanley Capital Management, LLC in Madison, NJ, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has led Hanley Capital Management since 2009. Hanley Capital Management provides discretionary and non-discretionary asset management primarily for high-net-worth individuals and institutional clients, including banks, pension plans, and charitable institutions. The firm specializes in fixed income investments, focusing on municipal and Treasury bonds, and employs a combination of fundamental analysis and technical tools alongside proprietary software to manage portfolios.

Passive / index investing
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Samuel M

CFP®

Jersey City, NJ

McPherson Financial Advisors, Inc.

Samuel McPherson is a CFP® professional and the sole advisor at McPherson Financial Advisors, Inc. in Jersey City, NJ, with 17 years at his independent firm and a total of 4 years of industry experience. McPherson Financial Advisors provides personalized financial planning and investment management to individuals, trusts, estates, small businesses, and retirement plan clients. The firm operates as a fee-only fiduciary, using a strategic asset allocation framework with a core-and-satellite approach focused on low-cost index funds and ETFs, and offers pension consulting services and ancillary business management to select clients.

Elder care planning College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
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