Kyle Reed Overturf

Employer firm

Wealth Management CRD 137080

$3.71B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 01/2010 → Present
  Almquist Maltzahn Galloway & Luth
  Grand Island, NE
• 01/2015 → Present
  Wealth Management, Llc
  Norfolk, NE

Other Businesses

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.

Designations

• Personal Financial Specialist