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Kenneth James Overholt

DHJJ FINANCIAL ADVISORS, LTD.·NAPERVILLE, Illinois
Unclaimed Profile
184 SHUMAN BOULEVARD, NAPERVILLE, IL 60563CRD# 4352610Firm CRD# 107034
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About

Kenneth James Overholt is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with DHJJ FINANCIAL ADVISORS, LTD.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
DHJJ FINANCIAL ADVISORS, LTD.
DHJJ FINANCIAL ADVISORS
AUM
$464M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at DHJJ FINANCIAL ADVISORS, LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4352610
Firm CRD# 107034
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kenneth James Overholt offer?
Kenneth James Overholt specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Kenneth James Overholt's credentials?
Kenneth James Overholt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth James Overholt located?
Kenneth James Overholt is based in NAPERVILLE, Illinois, working with DHJJ FINANCIAL ADVISORS, LTD.. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Kenneth James Overholt charge for services?
Kenneth James Overholt'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 DHJJ FINANCIAL ADVISORS, LTD.?
DHJJ FINANCIAL ADVISORS, LTD. has approximately 10 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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