Trent
Overzet
Strategic Investment Solutions, Inc
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About this Advisor
Trent Overzet is a financial advisor based in Orland Park, Illinois, working with Strategic Investment Solutions, Inc. Trent has previously held positions at Charles Schwab & Co., Inc, Anderson, Lower, Whitlow P.C, White Sox Academy, Rich Concrete, Lpl Financial, LLC, Strategic Investment Solutions Inc, Purshe Kaplan Sterling Investments, and Forum Financial Management, Lp. Trent has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Trent is part of Strategic Investment Solutions, Inc, which operates out of Orland Park, Illinois. The firm has 4 offices and 15 employees. The firm manages assets totaling $780.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Strategic Investment Solutions, Inc includes asset-based fees.
Certifications and Registrations
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Strategic Investment Solutions, Inc Brokerage Details
$780,000,000
15
4,240
$183,962
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Trent Overzet Work History
Forum Financial Management, Lp
Strategic Investment Solutions Inc
Purshe Kaplan Sterling Investments
Lpl Financial, LLC
Charles Schwab & Co., Inc
Anderson, Lower, Whitlow P.C
Anderson, Lower, Whitlow P.C
Rich Concrete
White Sox Academy
Disclosures
Please visit the SEC profile of Trent Overzet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Investment Solutions, Inc
Orland Park, IL
Orland Park, IL
Orland Park, IL
Orland Park, IL
Orland Park, IL
Orland Park, IL
Orland Park, IL
Avon, OH
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