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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

ERIC JEAN OVERVIG

Advisor at FELTL ADVISORS

PLYMOUTH, MN | West St. Paul, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:21930ab5-ddc0-cac2-99d9-8b8864781b5e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 30, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FELTL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 28, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 28, 2005
First registration: Nov 30, 2011
Dual registered: yes, broker-dealer
IAPD individual key: 1435223

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FELTL ADVISORS	Independent wealth	Mar 25, 2019	n/a	yes	PLYMOUTH, MN\|West St. Paul, MN	Current employment
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC	Independent wealth	Apr 16, 2018	Mar 14, 2019	no	GOLDEN VALLEY, MN\|GOLDEN VALLEY, MN\|Woodbury, MN\|GOLDEN VALLEY, MN	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Aug 17, 2012	Apr 17, 2018	no	Stillwater, MN\|Hudson, WI\|Forest Lake, MN\|Hugo, MN\|Shoreview, MN\|Circle Pines, MN\|BURNSVILLE, MN\|West Saint Paul, MN\|Burnsville, MN	Previous registration
ASSOCIATED INVESTMENT SERVICES, INC.	Independent wealth	Nov 30, 2011	Aug 21, 2012	no	HUDSON, WI\|NORTH BRANCH, MN\|HUDSON, WI\|HUDSON, WI\|BALDWIN, WI\|ELLSWORTH, WI\|HAMMOND, WI\|STACY, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC	FELTL ADVISORS	Mar 14, 2019	Mar 25, 2019	11	Firm change	Ibd to RIA
U.S. BANCORP INVESTMENTS, INC.	THE OAK RIDGE FINANCIAL SERVICES GROUP, INC	Apr 17, 2018	Apr 16, 2018	-1	Firm change	Ibd to ibd
ASSOCIATED INVESTMENT SERVICES, INC.	U.S. BANCORP INVESTMENTS, INC.	Aug 21, 2012	Aug 17, 2012	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
17868:42941:MN:2018-04-17	Apr 17, 2018	Apr 16, 2018	BURNSVILLE, MN	Firm change

Relationships

Registered with (4)

→ FELTL ADVISORSRegistered adviserregistration: current employment
Mar 25, 2019 to presentfactForm ADV
→ THE OAK RIDGE FINANCIAL SERVICES GROUP, INCRegistered adviserregistration: previous registration
Apr 16, 2018 to Mar 14, 2019factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 17, 2012 to Apr 17, 2018factForm ADV
→ ASSOCIATED INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 30, 2011 to Aug 21, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:21930ab5-ddc0-cac2-99d9-8b8864781b5e
First observed: Nov 30, 2011
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ERIC JEAN OVERVIG

Advisor at FELTL ADVISORS

PLYMOUTH, MN | West St. Paul, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:21930ab5-ddc0-cac2-99d9-8b8864781b5e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:32 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FELTL ADVISORS

Independent wealth

Mar 25, 2019

n/a

yes

PLYMOUTH, MN|West St. Paul, MN

Current employment

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Independent wealth

Apr 16, 2018

Mar 14, 2019

GOLDEN VALLEY, MN|GOLDEN VALLEY, MN|Woodbury, MN|GOLDEN VALLEY, MN

Previous registration

U.S. BANCORP INVESTMENTS, INC.

Former SEC adviser

Aug 17, 2012

Apr 17, 2018

Previous registration

ASSOCIATED INVESTMENT SERVICES, INC.

Independent wealth

Nov 30, 2011

Aug 21, 2012

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

FELTL ADVISORS

Mar 14, 2019

Mar 25, 2019

Firm change

Ibd to RIA

U.S. BANCORP INVESTMENTS, INC.

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Apr 17, 2018

Apr 16, 2018

-1

Firm change

Ibd to ibd

ASSOCIATED INVESTMENT SERVICES, INC.

U.S. BANCORP INVESTMENTS, INC.

Aug 21, 2012

Aug 17, 2012

-4

Firm change

Other

Team

Left

Joined

From

Kind

17868:42941:MN:2018-04-17

Apr 17, 2018

Apr 16, 2018

BURNSVILLE, MN

Firm change