CO
CFP
CO
CFP

Colin Jay Overweg

10 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
102 clients
Average Client Portfolio
$429K average
Assets Under Management
$43.7M

Fee Structure

Minimum Investment:None
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Location

429 S. Main Street, Rochester, MI, 48307

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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

Colin is licensed to sell life and health insurance and may engage in product sales with clients, for which he will receive additional compensation. Commissions received through insurance sales do not offset advisory fees.

Employment History
Current Registrations
Advize Wealth Management
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Wealthsource® Partners
March 2022 - March 2022 · 0 mos
Waddell & Reed
January 2017 - May 2018 · 1 yr 4 mos
Waddell & ReedBroker
January 2017 - May 2018 · 1 yr 4 mos
Cetera Advisors LLC
March 2015 - December 2016 · 1 yr 9 mos
Cetera Advisors LLCBroker
December 2014 - December 2016 · 2 yrs
State Registrations3 states
CAMITX
Advisor
Exams
No exam information available for this advisor.