Nicholle M Overkamp

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 05/2012 → Present
  Massachusetts Mutual Life Insurance Company
  Amherst, NY
• 06/2012 → Present
  Mml Investors Services Llc
  Amherst, NY

Previous Registrations

• 2009-04-16 → 2012-05-22
  Equitable Advisors, Llc
  Williamsville, NY

Other Businesses

(1) NAME: WILCOX CONSULTING SERVICES, LLC DBA POWHERHOUSE MONEY COACHING INV REL: Y ADDR:1323 N FOREST RD, AMHERST NY 14221 NATURE: CONSULTING SERVICES POSITION: SALES/OWNER START:1/1/2013 NO HR/MO:1 NO HR/MO DUR TRADING: 0 (2) NAME: CPO ENTERPRISES LLC INV REL: Y ADDR:1323 N FOREST RD AMHERST NY 14221 NATURE: RENTAL PROPERTY POSITION: OWNER START:10/1/2017 NO HR/MO:1 NO HR/MO DUR TRADING:0 (3) NAME: POWHERHOUSE MONEY COACHING, INV REL: Y ADDR: 10654 MAIN ST, CLARENCE, NY 14301 & 1323 N FOREST RD, AMHERST NY 14221 & @ RESIDENTIAL ADDRESS ON FILE NATURE: FINANCIAL WELLNESS WORKSHOP/BUSINESS COACHING POSITION: SALES START:10/30/2019 NO HR/MO:0 NO HR/MO DUR TRADING:0 DUTIES: COACHING WOMEN BUSINESS OWNERS FOR THEIR BUSINESS. HELPING THEM WITH THEIR ACCOUNTABILITY, SUPPORT, STRATEGY, BOOKKEEPING/FRACTIONAL CFO (4) NAME: CPO MANAGEMENT, INV REL: Y ADDR:1323 N FOREST RD AMHERST NY 14221, NATURE: PROPERTY HOLDING COMPANY FOR RENTAL PROPERTIES, POSITION: MEMBER START:4/20/2021, NO HR/MO:1 NO HR/MO DUR TADING:0, DUTIES: MANAGE RENTAL PROPERTY, COLLECT RENT, REPAIRS, LEASES (5) NAME: WILCOX FINANCIAL GROUP LLC, INV REL: Y ADDR:1323 N FOREST RD, AMHERST NY 14221, NATURE: FINANCIAL PLANNING, INVESTMENTS, INSURANCE, POSITION: FINANCIAL ADVISOR, CEO, START:05/31/2022, NO HR/MO: 160 NO HR/MO DUR TRADING:150, DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT, INSURANCE SALES FOR LIFE, DISABILITY, LONG TERM CARE (6) NAME: WILCOX CONSULTING SERVICES LLC DBA POWERHOUSE MONEY COACHING, INV REL: Y ADDR:1323 N FOREST RD, AMHERST NY 14221, NATURE: AUTHOR POSITION: AUTHOR, START: 2/22/2019, NO HR/MO:0 NO HR/MO DUR TRADING: DUTIES: CO-WROTE BOOK, MONEY BITCH- A NO-BS GUIDE FOR SMART WOMEN WHO WANT TO OWN THEIR FINANCIAL FUTURE (7) NAME: OVERKAMP KINGDOM LLC INV REL: Y ADDR: 181 HOLLOWAY HILL POOLER GA 31322 NATURE: RENTAL INCOME POSITION: MEMBER START: 8/1/2024, NO HR/MO:0 NO HR/MO DUR TRADING:0 DUTIES: N/A JUST AN LLC THAT HOLDS PROPERTY. WE WILL RENT -MY HUSBAND WILL BE MANAGING (8) NAME: ENTREPRENEURS ORGANIZATION (EO WNY) INV REL: N ADDR: 1323 N FOREST RD, AMHERST NY 14221, NATURE: NON-PROFIT ORGANIZATION FOR BUSINESS OWNERS, POSITION: PRESIDENT FOR WNY CHAPTER-BOARD MEMBER START: 7/1/2024 NO HR/MO: 8 NO HR/MO DUR TRADING:0 DUTIES: LEADING CHAPTER BOARD MEETINGS AND FACILITATING DIRECTION OF CHAPTER FOR THE 2024-2026 YEARS (9) NAME: BLANKENOVER LLC, INV REL: Y ADDR: 1316 E BROOKS ST, NORMAN OK 73071, NATURE: RENTAL INCOME, POSITION: MEMBER START: 1/1/2024, NO HR/MO: 0 NO HR/MO DUR TRADING:0 DUTIES: BOUGHT AIR BNB HOME-DO NOT MANAGE OR DO ANYTHING OUTSIDE OF OWNERSHIP (10) NAME: CLARENCE HOUSE INV REL: Y ADD: 10654 MAIN STREET, CLARENCE, NY 14031 NATURE: RENTAL INCOME / CO-WORK POSITION: OWNER START DATE: 07/09/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OWNS AND RENTS SHARED COWORKING SPACE

Exams

• S66 Uniform Combined State Law Examination
  2009-03-02

Other Names

• Nicholle M Wilcox
• Nicholle M Wilcox