TO
TO

Trent Robert Overzet

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
2,520 clients
Average Client Portfolio
$361K average
Assets Under Management
$910.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Loading...

Location

9501 W 144th Place, Orland Park, IL, 60462-2562

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Trent works as a Para Planner/Assistant for Strategic Investment Solutions, Inc., dedicating nearly full-time hours to client services and advisor support. Trent also provides tax preparation services through Robert Byrns EA.

Employment History
Current Registrations
Strategic Investment Solutions, INC.
April 2021 - Present · 4 yrs 10 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Forum Financial Management, LP
April 2021 - May 2021 · 1 mo
LPL Financial LLCBroker
July 2017 - December 2017 · 5 mos
Charles Schwab & CO., INC.
December 2016 - June 2017 · 6 mos
Charles Schwab & CO., INC.Broker
November 2016 - June 2017 · 7 mos
State Registrations24 states
ALARAZCACOFLGAIAIDILINMAMIMNMTNCNVOHORTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.