KO
Kyle R. Overturf
WEALTH MANAGEMENT
GRAND ISLAND, NE 68802
Some features on this profile are disabled
CRD#: 6442551
KO
Professional summary
Kyle Reed Overturf is a registered financial advisor currently at WEALTH MANAGEMENT located in Grand Island, Nebraska.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyle has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1203 LLC & 1219 LLC - not investment related - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - Rental Real Estate - Member - Approx. 1 hour per month/ Approx. 1 hour per month during securities trading hours - passive member. Almquist, Maltzahn, Galloway & Luth PC - Not investment related - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - Accounting Firm - shareholder - Approx. 200 hours monthly/ Approx. 170 hours monthly during securities trading hours - CPA work. 4 O Land, LLC - not for profit - land holding - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - LLC Member - 2/2019 - approx 2 hours monthly and during security trading hours - maintain accounting records for farm real estate Stuhr Museum of the Prairie Pioneer- not for profit - 3133 W Hwy 34 Grand Island - LLC - board member - 7/2023 - approx 2 hours monthly and during security trading hours. Greater Grand Island Community Foundation- not for profit - 1503 W 2nd St Grand Island - LLC - Treasurer - 7/2023 - approx 2 hours monthly and during security trading hours. Grand Island Economic Developement Corp- not for profit - 123 N Locust St #201 Grand Island - LLC - Board Member - 7/2023 - approx 2 hours monthly and during security trading hours. 3123 LLC - not investment related - 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 - Rental Real Estate - Member - Approx. 1 hour per month/ Approx. 1 hour per month during securities trading hours - passive member.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Reed Overturf's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 28, 2015 - Present
WEALTH MANAGEMENT
Office #1: 1203 West Second St, Box 1407, Grand Island, NE 68802RIA
CRD#: 137080
GRAND ISLAND, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nebraska(1/28/2015)
Exams
Current Firm
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
125 South 4th Street, Norfolk, NE 68701
Mailing Address
Po Box 1264, Norfolk, NE 68702-1264
Phone number
(402) 371-1160
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,617 |
| AUM (Assets Under Management) | $ 3,100,744,962 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
