Eric Overvig has been an investment adviser representative at Feltl Advisors since March 2019, and is not listed among the firm’s executive officers or direct owners.
Feltl Advisors, LLC is a Plymouth, MN firm with $166M under management, 397 clients and 15 advisers across 3 offices, as of its March 2026 filing.
Eric Overvig’s longest registration is the current one, 7 years at Feltl Advisors since 2019. Before joining Feltl Advisors in 2019, Eric Overvig was registered through The Oak Ridge Financial Services Group, Inc and U.S. Bancorp Investments, Inc.
- Feltl AdvisorsCurrent– present · 7 yearsWest St. Paul, MN · Adviser representative · Firm CRD 165244
- The Oak Ridge Financial Services Group, Inc– · under a yearWoodbury, MN · Adviser representative · Firm CRD 42941
- U.S. Bancorp Investments, Inc.– · 5 yearsForest Lake, MN · Adviser representative · Firm CRD 17868
- Associated Investment Services, Inc.– · under a yearHudson, WI · Adviser representative · Firm CRD 1464
Investment adviser representative registrations
Eric Overvig is registered as an investment adviser representative in 2 states. Each was approved in March 2019.
- MinnesotaSince 25 March 2019
- WisconsinSince 25 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 14 October 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 June 2005 |
| Series 7 | General Securities Representative Examination | 5 October 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Jean Overvig
- CRD
- 1435223
- Firm
- Feltl Advisors · CRD 165244
- Office
- West St. Paul, MN
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1990
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Eric Overvig work?
Eric Overvig is an investment adviser representative registered through Feltl Advisors, LLC since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Eric Overvig a financial advisor?
Yes. Eric Overvig has a current investment-adviser registration in Minnesota and Wisconsin, through Feltl Advisors since March 2019.
How many years of experience does Eric Overvig have?
Eric Overvig has 36 years in the financial industry, since October 1990, across 4 adviser firms.
What exams has Eric Overvig passed?
Eric Overvig has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2004. FINRA credited Eric Overvig with the SIE, which began in October 2018.
Where did Eric Overvig work before Feltl Advisors?
Before Feltl Advisors, Eric Overvig was registered through The Oak Ridge Financial Services Group, Inc, April 2018 to March 2019; U.S. Bancorp Investments, Inc., August 2012 to April 2018; Associated Investment Services, Inc., November 2011 to August 2012.
Where is Eric Overvig based?
Eric Overvig’s registered office is in West St. Paul, MN.
Is Eric Overvig registered with FINRA?
Yes. Eric Overvig has a current broker registration, under CRD 1435223.
Source: FINRA BrokerCheck
How can I verify Eric Overvig’s record?
Search CRD 1435223 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Eric Overvig’s full registration record.
