Email
david@overflowwealthadvisory.com
Phone
Disclaimer

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc.does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, CA, CO, KS, MO, OH, OK, OR, TX and UT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Osaic Wealth Form CRS

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites. IMPORTANT CONSUMER INFORMATION A broker-dealer, investment adviser, broker dealer agent, or investment advisor representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, broker dealer agent, or investment advisor registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, broker dealer agent, or investment advisor representative, a consumer should contact his or her state securities law administrator.

3441 24th Avenue NW
Suite 101
Norman, OK 73069
United States

First Name
David
Last Name
Ortiz
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.