AO
AO

Armand Michel Overstreet

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
718 clients
Average Client Portfolio
$279K average
Assets Under Management
$200.6M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

10050 South State Street, Sandy, UT, 84070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Armand sells fixed insurance products, dedicating about a quarter of his time to this activity since March 2022. This activity is investment-related and conducted at a branch location.

Employment History
Current Registrations
New Millennium Group
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Commonwealth Financial Network
March 2022 - January 2024 · 1 yr 10 mos
Commonwealth Financial NetworkBroker
March 2022 - January 2024 · 1 yr 10 mos
MML Investors Services, LLC
August 2021 - March 2022 · 7 mos
MML Investors Services, LLCBroker
August 2021 - March 2022 · 7 mos
New Millennium Group
August 2020 - March 2021 · 7 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.