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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Overton is a financial advisor with over 9 years of experience in the industry. John is currently registered with Wealth Enhancement Advisory Services, LLC and has been with the firm since August 2024. Previously, John was with Empower Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. John holds a variety of licenses and certifications including the Series 7, 6, 63, and 65 as well as the SIE and Series 24. John specializes in working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
09/13/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
GA
06/01/2023 - 08/15/2024
EMPOWER FINANCIAL SERVICES, INC. (Atlanta GA)
GA
02/13/2015 - 05/08/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
IA
Issued 05/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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