John Milo Overstreet
Investment adviser representative at Bco Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
$359.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Bco Wealth Management, LLCMay 2022 to now
- Lincoln InvestmentJun 2012 to now
- Capital Analysts IncJun 2012 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Bco Wealth Management, LLC
$359.8MAssets managed
552Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3065160
- Firm CRD
- 322276