Eric W. Flynn

APRIO WEALTH MANAGEMENT

BOZEMAN, MT 59718

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CRD#: 5640707

Professional summary

Eric William Flynn, who also goes by Eric W. Flynn, is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in Bozeman, Montana.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Eric has worked at 5 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric W. Flynn

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric William Flynn's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 10, 2025 - Present

APRIO WEALTH MANAGEMENT, LLC

Office #1: 100 Wapiti Way, Bozeman, MT 59718

RIA

CRD#: 127333

BOZEMAN, MT

Past

March 28, 2025 - October 6, 2025

COMPOUND PLANNING, INC.

RIA

CRD#: 171787

Bozeman, MT

Past

April 28, 2023 - January 27, 2025

CREATIVE PLANNING

RIA

CRD#: 105348

Bozeman, MT

Past

October 4, 2022 - November 8, 2022

CREATIVE PLANNING

RIA

CRD#: 105348

Bozeman, MT

Past

March 18, 2021 - October 20, 2022

WIPFLI FINANCIAL ADVISORS, LLC

RIA

CRD#: 109983

BOZEMAN, MT

Past

September 22, 2020 - March 17, 2021

JCG ADVISORY GROUP, LLC

RIA

CRD#: 283746

BOZEMAN, MT

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".

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Montana
(11/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

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Contact information

Main Address

2002 Summit Boulevard Suite 120, Atlanta, GA 30319

Mailing Address

Phone number

(404) 892-9651

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APRIO WEALTH MANAGEMENT FORM ADV PART 2A (2/3/2026)

Regulatory assets under management

Total Number of Accounts	2,269
AUM (Assets Under Management)	$ 2,635,136,991

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.

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Eric W. Flynn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric William Flynn's CRS (Customer Relationship Summary).

Certified licenses

Experience

APRIO WEALTH MANAGEMENT, LLC

COMPOUND PLANNING, INC.

CREATIVE PLANNING

CREATIVE PLANNING

WIPFLI FINANCIAL ADVISORS, LLC

JCG ADVISORY GROUP, LLC

Primary Firm SEC Registration

APRIO WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

APRIO WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APRIO WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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