Alexander
Overkamp
Fiscal Wisdom Wealth Management LLC
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About this Advisor
Alexander Overkamp is a financial advisor based in Thomaston, Connecticut, working with Fiscal Wisdom Wealth Management LLC. Alexander has previously held positions at Lantern Investments, Inc, Lantern Wealth Advisors, LLC, Lpl Financial LLC, Webster Bank, Portsmouth Financial Services, Inc, Portsmouth - Smartlife Financial Group, LLC, Sentinel Asset Management, LLC, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Alexander has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Connecticut, and Nevada. Currently, Alexander is part of Fiscal Wisdom Wealth Management LLC, which operates out of Thomaston, Connecticut. The firm has 10 offices and 22 employees. The firm manages assets totaling $213.8 million and offers services including financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Fiscal Wisdom Wealth Management LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
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Office Location
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Fiscal Wisdom Wealth Management LLC Brokerage Details
$213,793,318
22
2,064
$103,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Alexander Overkamp Work History
Portsmouth Financial Services, Inc
Portsmouth - Smartlife Financial Group, LLC
Sentinel Asset Management, LLC
Lpl Financial LLC
Webster Bank
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Lantern Investments, Inc
Lantern Wealth Advisors, LLC
Disclosures
Please visit the SEC profile of Alexander Overkamp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiscal Wisdom Wealth Management LLC
Canton, CT
Thomaston, CT
Canton, CT
Canton, CT
Cupertino, CA
Canton, CT
Bremerton, WA
Canton, CT
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