Advisor at AE Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AE Wealth Management, LLC
Location
Martinsville, IN 46151
Credentials
Series 63, Series 65
Industry experience
45 years
Flat fees for financial planning and consulting services are offered, specific amounts not stated
Negotiable up to 2.5% annually maximum
Specific hourly rates not stated in brochure
AE Wealth Management, LLC
2018 - Present (8 years)
Boys & Collins Financial Group
2016 - Present (10 years)
Creative Financial Designs, INC
2003 - 2018 (15 years)
CFD Investments, INC
2003 - 2018 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Trafalgar, IN
Edward Jones
CFP®, Series 66
Martinsville, IN
Edward Jones
Series 63, Series 66
Greenwood, IN
Edward Jones
Series 66
Bargersville, IN
Merrill
Eric Nicholson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2006 and joined Merrill in 2014. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. Eric focuses on building lasting relationships with his clients by providing customized strategies aimed at preserving and growing accumulated wealth. His areas of expertise include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He divides his time between the Indianapolis and Terre Haute offices. Eric earned a bachelor's degree in Economics from Indiana University. He lives on the south side of Indianapolis with his wife, Cheryl, and their three daughters.
Series 63, Series 66
Greenwood, IN
Edward Jones
CFP®, Series 66
Martinsville, IN
Edward Jones
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