Unclaimed Profile

Kimberly Dianne Overman

THE FINANCIAL WELL, INC.·TAMPA, Florida

Series 2, Series 7, Series 63Clean record27 years registeredTHE FINANCIAL WELL, INC.

300 S. HYDE PARK AVENUE, TAMPA, FL 33606CRD# 1360183Firm CRD# 112218

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Dianne Overman · TAMPA, FL

Registration

CRD #1360183 · THE FINANCIAL WELL, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE FINANCIAL WELL, INC.

THE FINANCIAL WELL, INC.

May 1999 – Dec 2019

TAMPA, FL

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Registration record

First registered · May 6, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE FINANCIAL WELL, INC.

CRD 112218 · SEC 801-67591

AUM

$27M

Regulatory assets under management

Employees

291 client accounts

Services offered by THE FINANCIAL WELL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE FINANCIAL WELL, INC. →

Introduction

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Frequently Asked Questions

What services does Kimberly Dianne Overman offer?

Kimberly Dianne Overman specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with THE FINANCIAL WELL, INC..

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.

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