Dennis
Overstreet
Openair Financial, LLC
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About this Advisor
Dennis Overstreet is a financial advisor who works out of Midvale, Utah. Overstreet is an advisor for Openair Financial, LLC. During their career, Overstreet has held roles at Secure Retirement Planning, Lake Point Advisory Group, Mercer Global Advisors, Openair Financial, LLC, Keystone Wealth Advisors, Openair Advisory, LLC and Ae Wealth Management, LLC. Overstreet holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Utah. Openair Financial, LLC is a financial advisory company operating out of Southlake, TX. It has offices in five locations and just five employees. It handles $108 million in total assets between its 628 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 628 client accounts, 31% are held by high-net-worth investors who have greater than $1 million in assets. Openair Financial, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types charged by Openair Financial, LLC likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Openair Financial, LLC Brokerage Details
$107,750,000
5
628
$171,576
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Dennis Overstreet Work History
Dennis has been registered as a financial advisor for 0 years.*
Openair Financial, LLC
Openair Advisory, LLC
Mercer Global Advisors
Lake Point Advisory Group
Ae Wealth Management, LLC
Keystone Wealth Advisors
Secure Retirement Planning
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dennis Overstreet 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 Openair Financial, LLC
Midvale, UT
Southlake, TX
Southlake, TX
Southlake, TX
Southlake, TX
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