Dennis Ryan Overstreet
Investment adviser representative at Openair Financial, LLC
14 yearsExperience
1 stateRegistered in
$318MFirm assets
3 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
- Seminars and workshops
Experience
14 years in the industry.
- Openair Advisory, LLCJan 2023 to now
- Openair Financial, LLCJan 2023 to now
- Mercer Global AdvisorsJan 2022 to Dec 2022
- Lake Point Advisory GroupJul 2018 to Jan 2022
- Ae Wealth Management, LLCApr 2016 to Jul 2020
- Secure Retirement PlanningOct 2012 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (UT).
Openair Financial, LLC
$318MAssets managed
860Clients
7Advisers
3 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
- 6230904
- Firm CRD
- 300362