Derek
Overstreet

New Millennium Group

CRD#6430904
Investment Advisor
in South Jordan, UT

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About this Advisor

Derek Overstreet is a financial advisor based in South Jordan, Utah, working with New Millennium Group. Derek has previously held positions at New Millennium Group, LLC, Global Financial Private Capital, LLC, Ae Wealth Management, LLC, New Millennium Group, and New Millennium Insurance Group, Inc. Derek has passed the Series 65 regulatory exam and is registered to provide services in Texas and Utah. Currently, Derek is part of New Millennium Group, which operates out of South Jordan, Utah. The firm has 2 offices and 15 employees. The firm manages assets totaling $144.5 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at New Millennium Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10050 South State Street
South Jordan, UT 84095

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New Millennium Group Brokerage Details

Total Assets Under Management

$144,462,410

UT Average: $693,624,108
Total Number of Employees

15

UT Average: 12
Total Number of Accounts

683

UT Average: 1,115
Average Account Size

$211,512

UT Average: $622,084

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

2019 - Present (6 years)

New Millennium Group

2018 - Present (7 years)

Ae Wealth Management, LLC

2002 - Present (23 years)

New Millennium Group, LLC

1999 - Present (26 years)

New Millennium Insurance Group, Inc

2014 - 2018 (4 years)

Global Financial Private Capital, LLC

Created with Highcharts 6.0.7

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

Tyler Glazier
Sandy, UT
Liam Elliott
Sandy, UT
Collyn Kirry
Sandy, UT
Tyler Miller
Sandy, UT
Myles Overstreet
Sandy, UT
Armand Overstreet
Sandy, UT
Bryon Powell
Sandy, UT
Derek Overstreet
South Jordan, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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