EB
Eric J. Bludau
AE WEALTH MANAGEMENT
Victoria, TX 77904
Some features on this profile are disabled
CRD#: 4570957
EB
Eric James BludauAE WEALTH MANAGEMENT
Professional summary
Eric James Bludau is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Victoria, Texas.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Eric has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Always Fiduciary
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) TEAM Retirement Solutions LLC; Yes Investment Related; 106 North LaGrange St, Hallettsville, TX 77964; Insurance Sales; POSITION Managing Partner; START DATE: 10/2009; Approx. 160 hours a month; Approx. 130 hours during trading; Insurance Sales and Services. 2) Bludau Ranches LP, Not Investment Related; 1278 CR 187, Hallettsville, TX 77964, Partner/Ranch Hand, POSITION: Part Owner; Start Date: 12/2015; Approx. 4 hours a month; Approx. 0 hours during trading; Maintain the ranch. 3) Eric Bludau; Not Investment Related; 106 N LaGrange St, Hallettsville, TX 77964; Commercial Rental Property; POSITION: Property Owner; Start Date: 01/2019; Approx. 1 hour a month; Approx. 0 hours during trading; Maintain office building and collect rent. 4) Estate planning document services, 51 W. 3rd St #110, Temple AZ 85281, United States , Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 09/2025, Approx hours per month: 01, Hours during trading: 01. 5) Lazy B Cattle Company; Not Investment Related; 1278 CR 187, Hallettsville TX 77964; Cattle Ranch; Member; Start Date: 10/2025; Approx. 0 hours a month; Approx. 0 hours during trading; I will have no involvement unless something happens to my father. In the event of a health condition, accident or death, he would like for me to pay and outstanding bills associated with the LLC. 6) Lazy B Ranches; Not Investment Related; 1278 CR 197, Hallettsville TX 77964; Cattle Ranch; Member; Start Date: 10/2025; Approx. 0 hours a month; Approx. 0 hours during trading; I will have no involvement unless something happens to my father. In the event of a health condition, accident or death, he would like for me to pay and outstanding bills associated with the LLC. 7) Braden Bludau 2025 Trust; Investment Related: No; 1218 County Road 187, Hallettsville TX 77964; My Father is creating a Trust for each of his grandsons to gift funds as well as be the beneficiary on their life insurance policies; Trustee; Start Date 01/2026; Approx hours per month: 0; Approx hours during trading: 0; My parents are the settlers of the Trust and I will be the Trustee. As Trustee, I will hold properties in trust for the sole benefit of my son, Braden Bludau and administer/manage the Trust as directed. 8) Brock Bludau 2025 Trust; Investment Related: No; 1218 County Road 187, Hallettsville TX 77964 ; My Father is creating a Trust for each of his grandsons to gift funds as well as be the beneficiary on their life insurance policies.; Trustee; Start Date 01/2026; Approx hours per month: 0; Approx hours during trading: 0; My parents are the settlers of the Trust and I will be the Trustee. As Trustee, I will hold properties in trust for the sole benefit of my son, Brock Bludau, and administer/manage the Trust as directed. 9) TEAM Wealth Management, LLC; Investment Related: Yes; 106 N. LaGrange Street, Hallettsville TX 77964; Investment advisory accounts to clients; Owner/President; Start Date 02/2026; Approx hours per month: 160; Approx hours during trading: 100; Sole owner and president. 10) Garrett and Linda Anders Life Insurance Trust; Not Investment Related; 13307 Seydler Road, Weimar TX 78962; Trust; Trustee; Start Date: 04/2026; Approx hours per month: 0; Approx hours during trading: 0; I am the nephew of the Grantors and Insureds. My duties would be to facilitate the claims process at death for the benefit of the Trust. I would then distribute assets of the trust as directed.
CRS (Client Relationship Summary) - RIA
Click below to view Eric James Bludau'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®
NoneExperience
Current
January 25, 2024 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 5606 N Navarro Suite 200 I, Victoria, TX 77904Office #2: 106 N Lagrange St, Hallettsville, TX 77964Office #3: 17080 Highway 46 W Ste 108f, Spring Branch, TX 78070RIA
CRD#: 282580
Victoria, TX
Past
June 19, 2013 - May 30, 2017
ISC ADVISORS, INC.
RIA
CRD#: 166586
HALLETTSVILLE, TX
Past
April 23, 2013 - December 31, 2013
INSTITUTIONAL SECURITIES CORPORATION
RIA
CRD#: 20291
HALLETSVILLE, TX
Past
January 29, 2013 - May 30, 2017
INSTITUTIONAL SECURITIES CORPORATION
BD
CRD#: 20291
HALLETSVILLE, TX
Past
June 6, 2005 - October 26, 2011
PLANMEMBER SECURITIES CORPORATION
RIA
CRD#: 11869
HALLETTSVILLE, TX
Past
August 9, 2002 - July 21, 2011
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
HALLETTSVILLE, 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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)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(1/25/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Loading...
Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AE WEALTH MANAGEMENT, LLC
CRD#: 282580Victoria, TX 77904TRUST BUT VERIFY
Monitor Eric Bludau
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
