Kyle Overby, financial advisor Clear Lake WI
93 score

Kyle Overby

CRD Number: 5551340
Current Firm: H.d. Vest Advisory Services, Inc.

Kyle Overby (CRD# 5551340) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Clear Lake, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Clear Lake, WI Sep 2008 - Current 8
H.d. Vest Investment Services Clear Lake, WI Jun 2008 - Current 8
Kyle D. Overby, LLC Clear Lake, WI May 2003 - Current 13
R&d Machine, Inc. Clear Lake, WI Aug 1997 - Jan 2008 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Kyle Overby
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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