EW
CFA
EW
CFA
Eric Wullschleger
8 Years of Experience
Madison, WI
1 DisclosureSells Insurance
Eric Wullschleger is a CFA-designated registered investment advisor at Wullschleger Group, based in Madison, WI, with 8 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $8.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
15 clients
Average Client Portfolio
$540K average
Assets Under Management
$8.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
525 Junction Road, Ste 6500, Pmb #5, Madison, WI, 53717
Get directionsHistory
Regulatory History (1)
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Criminal
May 2005Final Disposition
Other Business ActivitiesSells Insurance
Eric is an independent insurance agent at The Insurance Group since 2017, working about half his time. He dedicates a few hours during trading hours to this activity.
Employment History
Current Registrations
Wullschleger Group
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Woodbury Financial Services, INC.
November 2021 - November 2022 · 1 yr
Woodbury Financial Services, INC.Broker
October 2021 - November 2022 · 1 yr 1 mo
Cetera Advisor Networks LLCBroker
July 2016 - December 2019 · 3 yrs 5 mos
Cetera Advisor Networks LLC
July 2016 - December 2019 · 3 yrs 5 mos
Cetera Advisor Networks LLC
April 2015 - July 2016 · 1 yr 3 mos
Cetera Advisor Networks LLCBroker
March 2015 - July 2016 · 1 yr 4 mos
State Registrations2 states
TXWI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.