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EO
EO

Eric Jean Overvig

Feltl Advisors
35 Years of Experience
3 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Feltl Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
385 clients
Average Client Portfolio
$344K average
Assets Under Management
$132.4M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

One Carlson Parkway North, Suite 225, Plymouth, MN, 55447

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2024
Settled
Customer Dispute
August 2021
Settled
Customer Dispute
May 2019
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Feltl Advisors
March 2019 - Present · 6 yrs 11 mos
Feltl & CompanyBroker
March 2019 - Present · 6 yrs 11 mos
Feltl & Company
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
The Oak Ridge Financial Services Group, INC
April 2018 - March 2019 · 11 mos
The Oak Ridge Financial Services Group, INC.Broker
April 2018 - March 2019 · 11 mos
U.S. Bancorp Investments, INC.Broker
August 2012 - April 2018 · 5 yrs 8 mos
U.S. Bancorp Investments, INC.
August 2012 - April 2018 · 5 yrs 8 mos
Associated Investment Services, INC.
November 2011 - August 2012 · 9 mos
Associated Investment Services, INC.Broker
May 2007 - August 2012 · 5 yrs 3 mos
Ifmg Securities, INC.Broker
November 2006 - May 2007 · 6 mos
Tcf Investments, INC.Broker
July 2005 - December 2006 · 1 yr 5 mos
Brokerbank Securities, INC.Broker
October 2004 - July 2005 · 9 mos
Protective Group Securities CorporationBroker
February 2000 - March 2001 · 1 yr 1 mo
Tuschner & Company, INC.Broker
July 1994 - July 1999 · 5 yrs
Kennedy, Mathews, Landis, Healy & Pecora, IncorporatedBroker
April 1991 - July 1994 · 3 yrs 3 mos
Mathews, Holmquist & Associates, INC.Broker
May 1990 - March 1991 · 10 mos
M. H. Novick & CO., INC.Broker
December 1988 - May 1990 · 1 yr 5 mos
Van Clemens & CO. IncorporatedBroker
January 1987 - February 1989 · 2 yrs 1 mo
Waddell & Reed, INC.Broker
November 1985 - May 1986 · 6 mos
State Registrations2 states
MNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eric Jean Overvig - Financial Advisor | TrueAdvisor