Eric Jean Overvig

Employer firm

Feltl Advisors CRD 165244

$166M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• WRAP ACCOUNTS THROUGH NON-AFFILIATED PROVIDERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 04/2018
  U.S. Bancorp Investments, Inc.
  Circle Pines, MN
• 04/2018 → 03/2019
  The Oak Ridge Financial Services Group, Inc.
  Golden Valley, MN
• 03/2019 → Present
  Feltl And Company
  Minnetonka, MN

Previous Registrations

• 2018-04-16 → 2019-03-14
  The Oak Ridge Financial Services Group, Inc.
  Golden Valley, MN
  Golden Valley, MN
  Woodbury, MN
  Golden Valley, MN
• 2012-08-17 → 2018-04-17
  U.S. Bancorp Investments, Inc.
  Stillwater, MN
  Hudson, WI
  Forest Lake, MN
  Hugo, MN
  Shoreview, MN
  Circle Pines, MN
  Burnsville, MN
  West Saint Paul, MN
  Burnsville, MN
• 2011-11-30 → 2012-08-21
  Associated Investment Services, Inc.
  Hudson, WI
  North Branch, MN
  Hudson, WI
  Hudson, WI
  Baldwin, WI
  Ellsworth, WI
  Hammond, WI
  Stacy, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-14
• S63 Uniform Securities Agent State Law Examination
  2005-06-28