Nicholle Overkamp
Nicholle Overkamp is a registered investment advisor at MML Investors Services, LLC, based in Pooler, GA, with 17 years of industry experience. Nicholle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
Pooler, GA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholle is the owner of Wilcox Consulting Services LLC, DBA Powherhouse Money Coaching, and is involved in rental properties through CPO Enterprises LLC, CPO Management, Overkamp Kingdom LLC, and Blankenover LLC. She is also the CEO of Wilcox Financial Group LLC, where she dedicates full-time hours to financial planning, asset management, and insurance sales, and is involved with Lucky Girl Energy, The Moxai Co, and Entrepreneurs Organization (EO WNY).
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations35 states
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