Derek
Overstreet
New Millennium Group
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About this Advisor
Derek Overstreet is a financial advisor based in South Jordan, Utah with 4 years of industry experience. Overstreet is an employee of New Millennium Group. Overstreet has gained experience at New Millennium Group, LLC, Global Financial Private Capital, LLC, Ae Wealth Management, LLC, New Millennium Group and New Millennium Insurance Group, Inc. Overstreet maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Arizona, Texas and Utah. New Millennium Group is an advisory firm that has its headquarters in Sandy, UT. It has offices in two locations and a total of 13 people on staff. It manages $114 million in assets between its 1,325 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,325 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically are based on which service is offered. However, fees billed by New Millennium Group most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Millennium Group Brokerage Details
$114,396,161
13
1,325
$86,337
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Derek Overstreet Work History
Derek has been registered as a financial advisor for 4 years.*
New Millennium Group
Ae Wealth Management, LLC
New Millennium Group, LLC
New Millennium Insurance Group, Inc
Global Financial Private Capital, LLC
*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 Derek 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 New Millennium Group
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
South Jordan, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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