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John Overfield, MBA

Financial Advisor

Office:

502.420.9912

Cell:

502.388.3332

Fax:

Location:

10503 Timberwood Circle, Suite 205

Louisville, KY 40223

Email:

About John

John’s lifelong passion has been to serve others, whether it be his family or others. His long standing presence in his community has been thoughtful and purposeful. John is originally from Columbus, Ohio where he grew up. He states, his claim to fame is living next door to the two-time Heisman trophy winner, Archie Griffin.
 
After attending the Ohio State University for his undergraduate degree in Business, he earned his MBA at the University of Dayton. John started out his career in marketing in one form or another, but most of his career (17 years), was for a fortune 500 company as a Marketing Director.
 
Throughout the years, John always felt as if he was a “closet analyst” as he enjoyed researching stocks and the market, while maintaining his own personal portfolios. After careful consideration in the marketing industry, John found his second calling and took a leap of faith to serve in a higher capacity when he entered the financial services industry as a financial advisor in 2012. This is where he felt he could put his skills to benefit others, by having wisdom and experience behind his practice. “Youth has its advantages, with energy and a fresh look on the future, but what comes with age is wisdom that can only be achieved with time.”
 
John, along with his wife Helen, are proud parents of three grown daughters and grandparents of   two young grandsons. John is very family oriented, enjoying outings with the grandsons, family cook-outs and vacations.  “Being a grandparent is like living your childhood all over again.” He and Helen enjoy entertaining, travel and attending community events.
 
John has now entered into another phase of his career. He has joined Commonwealth Capital Management, LLC an independent financial services firm, which is one of Louisville Business First’s top ten largest planning firms in Louisville. John is looking forward to focusing more on quality versus quantity, limiting his clientele, to provide an excellent level of service. 

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Registered representatives and investment advisor representatives offering securities and Investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker/Dealer and a registered investment advisor. Cetera is under separate ownership from any other named entity.


This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Important Disclosures & Form CRS | Business Continuity 

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*2024 Louisville’s Financial Advisory Firms Ranked by local financial advisers issued by Louisville Business First.  Information was obtained from representatives of listed companies. Other companies might have been eligible but did not respond to requests for information. Local refers to the Louisville area of Jefferson, Bullitt, Oldham and Shelby counties in Kentucky and Clark, Floyd and Harrison counties in Indiana. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

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10503 Timberwood Circle, Suite 205, Louisville, KY 40223

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