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Misty Michelle Overton

Woodmen Financial Services, Inc.

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About Misty Michelle Overton

Misty Michelle Overton is a registered representative with Woodmen Financial Services, Inc. in Omaha, Nebraska. Misty has been in the financial industry since 2021. She holds Series 6, 63, and SIE licenses and is registered in Texas. Misty is committed to providing clients with personalized financial advice and guidance.

Firm Information

Misty Overton is currently registered with Woodmen Financial Services, Inc.. Woodmen Financial Services, Inc. is a Corporation formed on July 11, 2001, and is registered in 39 jurisdictions, including the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

267

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Misty Overton’s Registration & Firm History

NE

03/08/2021 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

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Licenses & Designations

BC

Issued 08/26/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Misty Michelle Overton. Review regulatory record here.
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