Eric Greenwell is a registered investment advisor at Wells Fargo Advisors, based in Cincinnati, OH, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
201 E 5th St, Ste 2030, Cincinnati, OH, 45202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric has ownership stakes in several investment-related entities: Egg Wealth Management LLC (33.34% ownership, dedicating about a quarter of his time), Kaalmaka LLC (100% ownership, dedicating minimal time), and Waypoint Acquisitions LLC (100% ownership, dedicating no time). He also serves as trustee for the Kaalmaka 401k, dedicating minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations43 states
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