Alexander Bernd Overkamp

Investment Adviser Representative at FISCAL WISDOM WEALTH MANAGEMENT LLC

Thomaston, CTCRD #4129277Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

26 yrs

States Registered

4 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 4 states

ArizonaCaliforniaConnecticutNevada

Examinations passed

Series 63

Uniform Securities Agent State Law Examination

Passed 2/25/2008

Series 65

Uniform Investment Adviser Law Examination

Passed 9/5/2002

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 9/6/2017

Series 62

Corporate Securities Limited Representative Examination

Passed 3/15/2016

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 1/28/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Source

FISCAL WISDOM WEALTH MANAGEMENT LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ARETE WEALTH MANAGEMENT, LLCCurrent

12/6/2024 – Thomaston, CT

LANTERN INVESTMENTS, INC.

7/15/2014 – 12/24/2015MELVILLE, NY

MANULIFE WOOD LOGAN, INC.

3/2/2000 – 1/1/2002STAMFORD, CT

LPL FINANCIAL LLC

11/13/2017 – 10/27/2022SEYMOUR, CT

PORTSMOUTH FINANCIAL SERVICES

10/25/2023 – 12/31/2024SAN FRANCISCO, CA

CAMBRIDGE INVESTMENT RESEARCH, INC.

1/4/2016 – 10/26/2017MILFORD, CT

CAPITAL BROKERAGE CORPORATION

1/29/2008 – 11/30/2012GLEN ALLEN, VA

TRIAD ADVISORS, INC.

1/15/2013 – 6/16/2014DANBURY, CT

JOHN HANCOCK DISTRIBUTORS LLC

1/1/2002 – 4/11/2005BOSTON, MA

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Bernd Overkamp has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.