Trent Overzet has been an investment adviser representative at Strategic Investment Solutions since April 2021, and is not listed among the firm’s executive officers or direct owners.
Strategic Investment Solutions, Inc. is an Orland Park, IL firm with $830M under management, 2,695 clients and 9 advisers across 4 offices, as of its February 2026 filing.
Trent Overzet’s longest registration is the current one, 5 years at Strategic Investment Solutions since 2021. Before joining Strategic Investment Solutions in 2021, Trent Overzet was registered through Charles Schwab & Co., Inc.
- Forum Financial Management, LP– · under a yearOrland Park, IL · Adviser representative · Firm CRD 145706
- – present · 5 yearsOrland Park, IL · Adviser representative · Firm CRD 143128
- Charles Schwab & Co., Inc.– · under a yearAustin, TX · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Trent Overzet is registered as an investment adviser representative in Illinois, since April 2021.
- IllinoisSince 14 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 December 2016 |
| Series 7 | General Securities Representative Examination | 8 November 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Trent Robert Overzet
- CRD
- 5969279
- Firm
- Strategic Investment Solutions · CRD 143128
- Office
- 9501 W 144TH PLACE, Orland Park, IL 60462-2562
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Trent Overzet work?
Trent Overzet is an investment adviser representative registered through Strategic Investment Solutions, Inc. since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Trent Overzet a financial advisor?
Yes. Trent Overzet has a current investment-adviser registration in Illinois, through Strategic Investment Solutions since April 2021.
How many years of experience does Trent Overzet have?
Trent Overzet has 9 years in the financial industry, since November 2016, across 3 adviser firms.
What exams has Trent Overzet passed?
Trent Overzet has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2016. FINRA credited Trent Overzet with the SIE, which began in October 2018.
Where did Trent Overzet work before Strategic Investment Solutions?
Before Strategic Investment Solutions, Trent Overzet was registered through Charles Schwab & Co., Inc., December 2016 to June 2017.
Where is Trent Overzet based?
Trent Overzet’s registered office is in Orland Park, IL.
Is Trent Overzet registered with FINRA?
Yes. Trent Overzet has a current broker registration, under CRD 5969279.
Source: FINRA BrokerCheck
How can I verify Trent Overzet’s record?
Search CRD 5969279 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Trent Overzet’s full registration record.