Alexander Bernd Overkamp

Employer firm

Fiscal Wisdom Wealth Management LLC CRD 168299

$386M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• SOLICITOR TO OTHER IA'S

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 09/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2016 → 09/2017
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2017 → 10/2022
  Lpl Financial Llc
  Southington, CT
• 10/2017 → 10/2022
  Webster Bank
  Southington, CT
• 11/2022 → 10/2023
  Sentinel Asset Management, Llc
  Wallingford, CT
• 10/2023 → 12/2024
  Portsmouth Financial Services, Inc.
  San Francisco, CA
• 10/2023 → 12/2024
  Portsmouth - Smartlife Financial Group, Llc
  Atlanta, GA
• 12/2024 → Present
  Arete Wealth Management
  Chicago, IL
• 10/2023 → Present
  Fiscal Wisdom Wealth Management
  Seymour, CT

Previous Registrations

• 2022-11-04 → 2024-01-17
  Sentinel Asset Management, Llc
  Wallingford, CT
• 2017-11-13 → 2022-10-27
  Lpl Financial Llc
  Southington, CT
  Waterbury, CT
  Waterbury, CT
  Bethany, CT
  Hartford, CT
  Seymour, CT
  New Haven, CT
  Old Saybrook, CT
  Madison, CT
• 2016-01-04 → 2017-10-26
  Cambridge Investment Research Advisors, Inc.
  Milford, CT
• 2014-07-15 → 2016-01-07
  Lantern Wealth Advisors, Llc
  Seymour, CT
  Melville, NY
• 2013-01-23 → 2014-06-16
  Reby Advisors, Llc
  Danbury, CT
• 2008-07-31 → 2012-12-04
  Assetmark, Inc.
  Stamford, CT
• 2005-06-02 → 2008-08-01
  Genworth Financial Asset Management, Inc
  Stamford, CT
• 2002-09-11 → 2005-04-11
  John Hancock Distributors Llc
  Stamford, CT

Other Businesses

1. Rental property located at 14 Cherry Street - Real Estate Rental Properties- Owner - Seymour, CT - start date 10/2009 - approximately1 hr/mth, none during securities trading hours - rental properties. 2. Board of Trustees Mary Wade Senior Housing. Address: 118 Clinton Ave,118 Clinton Ave, New Haven, CT 06513 Website: www.marywade.org. 1/2 hour per week, no compensation. 3. Fiscal Wisdom Wealth Management, Canton, CT 06019 and Seymour, CT 06483. Investment Advisor Representative, Start date 10/2023, 160 Hours, 6 during trading hours. 4. Life and Health Agent, Insurance Sales/Agent, Overland Park, KS, 1 hour per month during trading hours, Start date: 12/2016.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-02-25
• S65 Uniform Investment Adviser Law Examination
  2002-09-05

Other Names

• Alexander Bernd Overkamp
• Alexander Bernard Overkamp