Tasha Overmyer (CRD# 7292321) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Columbus, IN and has over 2 years of experience in the finance industry.
CRD# 4346181
Edward Jones
CRD# 2333913
Robert W. Baird & Company Incorporated
CRD# 6342537
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rw Baird | Columbus, IN | Aug 2020 - Current | 3 |
| Lahinch And Associates | Indianapolis, IN | May 2019 - Aug 2020 | 1 |
| Ivy Tech Community College | Indianapolis, IN | Oct 2017 - May 2019 | 1 |
| Centro | Des Moines, IA | Apr 2016 - Oct 2017 | 1 |
| Progressive Insurance | West Des Moines, IA | May 2016 - Mar 2017 | < 1 |
| Bravo! Cucina Italiana | West Des Moines, IA | Jul 2013 - Apr 2016 | 2 |
| Gateway Hotel | Ames, IA | Apr 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- IN
-
Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
-
Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.