Derek Quinn Overstreet

New Millennium Group

10 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth

New Millennium Group

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

Location

10050 South State Street, Sandy, UT, 84095

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History

Regulatory History (1)

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Customer Dispute

April 2020

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Derek is the president and owner of New Millennium Group Insurance, Inc., selling life insurance and fixed annuities. He also owns several real estate holding companies and receives compensation from book sales, dedicating minimal time to these activities.

Employment History

Current Registrations

New Millennium Group

March 2019 - Present · 6 yrs 11 mos

Previous Registrations

Ae Wealth Management, LLC

January 2018 - October 2020 · 2 yrs 9 mos

Global Financial Private Capital, LLC

December 2014 - January 2018 · 3 yrs 1 mo

State Registrations2 states

TXUT

Advisor

Exams

No exam information available for this advisor.