Eric Jean Overvig
Investment adviser representative at Feltl Advisors
14 yearsExperience
2 statesRegistered in
$165.6MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Feltl AdvisorsMar 2019 to now
- Feltl and CompanyMar 2019 to now
- The Oak Ridge Financial Services Group, Inc.Apr 2018 to Mar 2019
- U.S. Bancorp Investments, Inc.Aug 2012 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Feltl Advisors
Legal name: Feltl Advisors, LLC
$165.6MAssets managed
397Clients
15Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1435223
- Firm CRD
- 165244