David Overton
Advisor at Halbert Hargrove
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Halbert Hargrove
Location
Denver, CO 80237
Credentials
Series 63, Series 65
Industry experience
26 years
About
David Overton is a financial advisor with Halbert Hargrove in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Halbert Hargrove since 1999. Outside of his advisory role, he is also an agent selling life insurance with the Rocky Mountain Insurance Network. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative analysis to implement diversified allocations across active and passive investments.
Client services
Based on Halbert Hargrove
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Investment consulting
Expertise
Based on Halbert Hargrove
Private / alternative investments
Options & derivatives strategies
Retirement withdrawal strategies
Fee options
Financial planning and consulting fees are negotiable but generally fixed fees depending on scope and professional(s) involved.
$0 - $5,000,000: 1.00% $5,000,001 - $8,000,000: 0.75% $8,000,001+: 0.50%
Fee-only: Investment advisory services provided on a fee-only basis.
Location
4643 S Ulster Street, Suite 220
Denver, CO 80237
Most active in
David O has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Halbert, Hargrove/Russell, Llc
1999 - Present (27 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Zack G
CFP®
Denver, CO
True Riches Financial Planning
Mark T
Series 63, Series 66
Parker, CO
Elite Wealth Management
Nicholas W
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Bart S
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
Timothy S
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
Theresa K
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")