Adviser and broker representative · Strategic Investment Solutions, Inc.

Trent R. Overzet

CRD 5969279 · Orland Park, IL

At a glance

Trent R. Overzet is an investment adviser representative with Strategic Investment Solutions, Inc. in Orland Park, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Trent’s SEC record dates to 2016, about 9 years ago. Trent is also registered as a broker representative.

Current advisory firm

Strategic Investment Solutions, Inc.Since April 2021Orland Park, IL · $830M in regulatory assets

SEC adviser record

Registered since: 2016 (9 years)
Designations: None on file
Exams: Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Trent’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 2 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.