Kyle Overby

Current Employers

Employment History

• 05/2003 → Present
  Kyle D. Overby, Llc
  Clear Lake, WI
• 06/2008 → 09/2025
  Avantax Investment Services, Inc.
  Clear Lake, WI
• 09/2008 → 09/2025
  Avantax Advisory Services
  Clear Lake, WI
• 11/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Clear Lake, WI
• 08/2015 → Present
  Skor Land Company Llc
  Clear Lake, WI
• 07/2019 → Present
  Kso Properties Llc
  Clear Lake, WI
• 05/2025 → Present
  Overby Financial Services
  Clear Lake, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Clear Lake, WI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-09-30 → 2025-09-05
  Avantax Advisory Services
  Clear Lake, WI
  Dallas, TX

Other Businesses

1) Clear Lake Golf Club~'NIR'~100 Golf Drive~Clear Lake~WI~54005~Other~Director/Officer~7/11/2014~2hrs~1hrs~Elected board of directors member, treasurer of the board. 2) CSF of Clear Lake Inc~'NIR'~1101 3rd St SW~Clear Lake~WI~54005~Other~Director/Officer~7/11/2014~1hrs~0hrs~Volunteer board member for the dollars for scholars, board treasurer. 3) Kyle D. Overby, LLC~'NIR'~433 3rd Ave, P.O. Box 385~Clear Lake~WI~54005~Tax Preparation/Accounting~Owner/Sole Proprietor~9/1/2003~160hrs~160hrs~owner of a tax and accounting practice 4) SKOR Land Company LLC~'NIR'~2843 230th Ave~Clear Lake~WI~54005~Rental Property~Owner~8/24/2015~1hrs~0hrs~Finding suitable tenants and maintenance. 5) KSO Properties LLC~'NIR'~2843 230th Ave~Clear Lake~WI~54005~Rental Property~Owner~7/17/2019~1hrs~1hrs~I am the owner and provide management services. 6) OVERBY FINANCIAL SERVICES POSITION: Owner NATURE: This is a d/b/a of Kyle D Overby LLC. Provide tax and accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 05/14/2025 ADDRESS: 433 3rd Ave, Clear Lake WI 54005, United States DESCRIPTION: Tax and accounting services 7) SKOR Land Company LLC; Owner; Rental Property; IR; 0; 08/24/2015; 2843 230th Ave Clear Lake WI 54005; Finding suitable tenants and maintenance.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-09