Kimberly Overby

Employer firm

Cooper Mcmanus CRD 111458

$2.85B regulatory AUM 56 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2006 → Present
  Overby Settlement Consulting
  Cypress, TX
• 01/2022 → Present
  Cooper Mcmanus Wealth Management
  Cypress, TX

Other Businesses

1. Sage Settlement Consulting; Investment-Related; 15814 Medina Lake Lane, Cypress, TX 77429; Comprehensive Settlement Planning Solutions; Settlement Consultant; Start 2009; 60hrs/week; 200 hours during trading; Financial Planning for Settlement Recipients