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Alexander Bernd Overkamp

At Lantern Wealth Advisors the motto is: “The Guidance You Need, The Personal Service You Deserve.”

LPL Financial LLC

Seymour

CT

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 1 year, 10 months Nov 2017 - Present
Webster Bank 1 year, 11 months Oct 2017 - Present
Cambridge Investment Research, Inc. 1 year, 8 months Jan 2016 - Sep 2017
Cambridge Investment Research Advisors, Inc. 1 year, 8 months Jan 2016 - Sep 2017
Lantern Investments, Inc. 1 year, 5 months Jul 2014 - Dec 2015
Lantern Wealth Advisors, LLC 1 year, 5 months Jul 2014 - Dec 2015
Triad Advisors, Inc. 1 year, 5 months Jan 2013 - Jun 2014
Capital Brokerage Corporation 7 years, 7 months Apr 2005 - Nov 2012
Genworth Financial 7 years, 7 months Apr 2005 - Nov 2012

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Alexander Overkamp

Easy Ways To Earn Extra Cash in Retirement
Published 2015-05-13 11:19:58
How to Protect Yourself From Credit Fraud
Published 2015-02-06 20:09:03
How to Freeze Your Credit
Published 2015-02-06 20:19:30
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Does this site offer a search feature to find a company with the best 401(k) for your needs (other than by letter)?
    That is an interesting question and an interesting way to identifying companies to work for. I think you would be better off searching for a firm that is hiring for positions you are interested in and qualified for. It would make more sense to get offers for employment from quality firms before you ...  (more)
    Answered Feb 2014
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Sep 4, 2019
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        None
      • as of date
        Sep 4, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      LPL Financial LLC

      Last updated on Aug. 19, 2019
        • $159.1B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 787K
          Accounts
        • $202.3K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Commissions