AdvisorOS Directory
Claim Profile
KO

Kimberly Dianne Overman

THE FINANCIAL WELL, INC.·TAMPA, Florida
Unclaimed Profile
300 S. HYDE PARK AVENUE, TAMPA, FL 33606CRD# 1360183Firm CRD# 112218
01

About

Kimberly Dianne Overman is a registered financial advisor based in TAMPA, Florida, affiliated with THE FINANCIAL WELL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE FINANCIAL WELL, INC.
THE FINANCIAL WELL, INC.
AUM
$27M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE FINANCIAL WELL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1360183
Firm CRD# 112218
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TAMPA?

Browse all registered financial advisors in TAMPA, Florida or claim this profile if it's yours.

Browse TAMPA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kimberly Dianne Overman offer?
Kimberly Dianne Overman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TAMPA, Florida for a consultation.
What are Kimberly Dianne Overman's credentials?
Kimberly Dianne Overman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Dianne Overman located?
Kimberly Dianne Overman is based in TAMPA, Florida, working with THE FINANCIAL WELL, INC.. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Kimberly Dianne Overman charge for services?
Kimberly Dianne Overman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE FINANCIAL WELL, INC.?
THE FINANCIAL WELL, INC. has approximately 1 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TAMPA
Stuart Mcilwaine Irby — SCE MANAGEMENT COMPANY I, LLCJay Keith Greyson — SCE MANAGEMENT COMPANY I, LLCNir Gabriely — SCE MANAGEMENT COMPANY I, LLCJames Clement Miller — SCE MANAGEMENT COMPANY I, LLCWilliam Eugene Hamm — IFP ADVISORS, LLC
Nearby cities in Florida
MIAMI (1221)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
MIAMI GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile