Greg Overschmidt, financial advisor Clayton MO
73 score

Greg Overschmidt

CRD Number: 1160877
Current Firm: Datatex Investment Services Inc.

Greg Overschmidt (CRD# 1160877) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Clayton, MO and has over 33 years of experience in the finance industry.

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Visionary Wealth Advisors, LLC
Company Name Location Dates Years
Huntleigh Securities Corporation St. Louis, MO Nov 2009 - Current 6
K. W. Chambers & Company St. Louis, MO Apr 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination May 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Greg A. Overschmidt
Phone Number: 314-236-2444
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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