EW
Eric E. Wolfe
WEALTHSTAR ADVISORS
McKinney, TX 75070
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CRD#: 2738645
EW
Professional summary
Eric Edward Wolfe, CFP®, ChFC®, CLU® is a registered financial advisor currently at WEALTHSTAR ADVISORS, LLC located in Mckinney, Texas and SUCCESSION FINANCIAL, INC located in Mckinney, Texas.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Eric has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Estate Planning
Education Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Real Estate Ownership; Single Family; McKinney, TX 75071; Single Family; Stateline, NV 89448; Not investment related; March 2015. 2. WLWA, LLC; shareholder; LLC for employing non-commissioned staff and providing support actvities for Team Practice: Wolfe, Lehman, Wammack & Associates; Plano, TX 75023; Not investment related; Jan 2014; 1-9 hours per month; 1-9 during trading hours/ Prosperity Retirement Group Staffing, LLC; Owner; LLC for employing non-commissioned staff and providing support activities; TX 75069; not Investment Related; Oct 2016; 1-9 hours per month; 1-9 during trading hours. 3. Residential Real Estate Ownership; Single Family; McKinney, TX; 06/2023; Investment-Related; 0 hours during securities trading hours; Approx. 2 hours during non-securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Edward Wolfe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
November 17, 2016 - Present
WEALTHSTAR ADVISORS, LLC
Office #1: 5900 S Lake Forest Drive Suite 300, Mckinney, TX 75070RIA
CRD#: 164957
McKinney, TX
Current
June 27, 2025 - Present
SUCCESSION FINANCIAL, INC
Office #1: 300 E. Davis Street Ste. 152, Mckinney, TX 75069RIA
CRD#: 336434
MCKINNEY, TX
Past
May 21, 1996 - November 17, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Allen, TX
Past
May 15, 1996 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 15, 1996 - November 17, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Allen, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTHSTAR ADVISORS, LLC
PROSPERITY RETIREMENT GROUP | WEALTHSTAR ADVISORS, LLC | RCS-CFP
CRD#: 164957 / SEC#: 801-79121
RIA
Registered Investment Advisory firm - (2/3/2014 Approved)Kansas
Registered Investment Advisory firm - (2/4/2014 Terminated)Texas
Registered Investment Advisory firm - (2/4/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(11/17/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WA
WEALTHSTAR ADVISORS, LLC
PROSPERITY RETIREMENT GROUP | WEALTHSTAR ADVISORS, LLC | RCS-CFP
CRD#: 164957 / SEC#: 801-79121
RIA
Registered Investment Advisory firm - (2/3/2014 Approved)Kansas
Registered Investment Advisory firm - (2/4/2014 Terminated)Texas
Registered Investment Advisory firm - (2/4/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
305b W Spring Creek Parkway Suite 400, Plano, TX 75023
Mailing Address
Phone number
(972) 372-2935
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,571 |
| AUM (Assets Under Management) | $ 791,461,816 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
