Alexander Bernd Overkamp
Investment adviser representative at Fiscal Wisdom Wealth Management LLC
10 yearsExperience
3 statesRegistered in
$386MFirm assets
6 yearsFirm in business
Are you Alexander Bernd Overkamp? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Arete Wealth ManagementDec 2024 to now
- Fiscal Wisdom Wealth Management LLCOct 2023 to now
- Portsmouth - Smartlife Financial Group, LLCOct 2023 to Dec 2024
- Portsmouth Financial Services, Inc.Oct 2023 to Dec 2024
- Sentinel Asset Management, LLCNov 2022 to Oct 2023
- LPL Financial LLCNov 2017 to Oct 2022
- Webster BankOct 2017 to Oct 2022
- Cambridge Investment Research Advisors, Inc.Jan 2016 to Sep 2017
- Cambridge Investment Research, Inc.Jan 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 3 states (AZ, CT, NV).
Fiscal Wisdom Wealth Management LLC
$386MAssets managed
2,828Clients
11Advisers
6 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
- 4129277
- Firm CRD
- 168299