Trent R. Overzet

STRATEGIC INVESTMENT SOLUTIONS

Orland Park, IL 60462-2562

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CRD#: 5969279

Professional summary

Trent Robert Overzet, who also goes by Trent Overzet, is a registered financial advisor currently at STRATEGIC INVESTMENT SOLUTIONS, INC. located in Orland Park, Illinois and PURSHE KAPLAN STERLING INVESTMENTS located in Orland Park, Illinois.

Trent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Trent has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trent Overzet

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Strategic Investment Solutions, Inc,-Investment related-9501 W. 144th Place, Ste. 101, Orlando Park, IL 60462-RIA-Para Planner/Assistant-7/2017-140 hrs/mth-140 during trading hrs-Client services & advisor support Tax preparation services through Robert Byrns EA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Robert Overzet's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 14, 2021 - Present

STRATEGIC INVESTMENT SOLUTIONS, INC.

Office #1: 9501 W 144th Place, Orland Park, IL 60462-2562

RIA

CRD#: 143128

Orland Park, IL

Current

January 2, 2018 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 9501 W. 144th Place Suite 101, Orland Park, IL 60462

CRD#: 35747

Orland Park, IL

Past

April 28, 2021 - May 26, 2021

FORUM FINANCIAL MANAGEMENT, LP

RIA

CRD#: 145706

Orland Park, IL

Past

July 10, 2017 - December 31, 2017

LPL FINANCIAL LLC

CRD#: 6413

ORLAND PARK, IL

Past

December 22, 2016 - June 24, 2017

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

AUSTIN, TX

Past

November 8, 2016 - June 24, 2017

CHARLES SCHWAB & CO., INC.

CRD#: 5393

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC INVESTMENT SOLUTIONS, INC.

CRD#: 143128 / SEC#: 801-67584

RIA

Registered Investment Advisory firm - (3/23/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/21/2024)

Arizona
(8/22/2022)

Arkansas
(8/22/2022)

California
(8/22/2022)

Colorado
(8/22/2022)

Florida
(8/22/2022)

Georgia
(8/22/2022)

Idaho
(12/16/2024)

Illinois
(1/2/2018)

IAR

Illinois
(4/14/2021)

Indiana
(8/22/2022)

Iowa
(8/22/2022)

Massachusetts
(8/22/2022)

Michigan
(9/21/2022)

Minnesota
(8/22/2022)

Montana
(11/21/2024)

Nevada
(8/22/2022)

North Carolina
(11/21/2024)

Ohio
(11/21/2024)

Oregon
(8/22/2022)

Tennessee
(11/21/2024)

Texas
(8/22/2022)

Virginia
(8/22/2022)

Washington
(8/22/2022)

Wisconsin
(8/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/22/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STRATEGIC INVESTMENT SOLUTIONS, INC.

CRD#: 143128 / SEC#: 801-67584

RIA

Registered Investment Advisory firm - (3/23/2007 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(708) 645-8820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC INVESTMENT SOLUTIONS, INC. ADV PART 2A 07-12-2015 (2/17/2025)

Regulatory assets under management

Total Number of Accounts	3,910
AUM (Assets Under Management)	$ 910,000,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2025	Cover Page	Report
08/10/2023	Cover Page	Report
01/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Trent R. Overzet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Robert Overzet's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

FORUM FINANCIAL MANAGEMENT, LP

LPL FINANCIAL LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

STRATEGIC INVESTMENT SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2016

SIE

Date: 10/1/2018

Series 7

Date: 11/8/2016

FINRA

Current Firm

STRATEGIC INVESTMENT SOLUTIONS, INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC INVESTMENT SOLUTIONS, INC.

TRUST BUT VERIFY

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