Eric Wullschleger

WULLSCHLEGER GROUP

MADISON, WI 53717

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CRD#: 6415265

Professional summary

Eric Wullschleger is a registered financial advisor currently at WULLSCHLEGER GROUP located in Madison, Wisconsin.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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) NAME OF OTHER BUSINESS: The Insurance Group; INVESTMENT RELATED: NO ADDRESS: 525 Junction Rd Suite 6500, Madison, WI 53717; NATURE OF BUSINESS: Insurance Brokerage; START DATE: 04/2017 ; POSITION/TITLE/RELATIONSHIP: Independent insurance agent APX NUMBER OF HOURS PER MONTH: 80 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: Insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Wullschleger'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®

None

Experience

Current

August 1, 2023 - Present

WULLSCHLEGER GROUP

Office #1: 525 Junction Road, Ste 6500 Pmb #5, Madison, WI 53717

RIA

CRD#: 326769

MADISON, WI

Past

November 4, 2021 - November 15, 2022

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

FITCHBURG, WI

Past

October 29, 2021 - November 15, 2022

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

FITCHBURG, WI

Past

July 28, 2016 - December 26, 2019

CETERA WEALTH SERVICES, LLC

CRD#: 13572

FITCHBURG, WI

Past

July 26, 2016 - December 26, 2019

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

FITCHBURG, WI

Past

April 2, 2015 - July 8, 2016

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

MADISON, WI

Past

March 16, 2015 - July 8, 2016

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MADISON, WI

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
(8/2/2023)

IAR

Wisconsin
(8/1/2023)

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

State Security Law Exam

IAR

Series 66

Date: 3/31/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/2015

General Securities Representative Examination

Current Firm

WULLSCHLEGER GROUP

WULLSCHLEGER GROUP | WULLSCHLEGER GROUP LLC

CRD#: 326769 / SEC#:

Texas

Registered Investment Advisory firm - (8/2/2023 Approved)

Wisconsin

Registered Investment Advisory firm - (8/1/2023 Approved)

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Contact information

Main Address

525 Junction Road, Ste 6500 Pmb #5, Madison, WI 53717

Mailing Address

Phone number

(608) 514-5328

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 559,630

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 Wullschleger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WULLSCHLEGER GROUP

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/31/2015

SIE

Date: 10/1/2018

Series 7

Date: 3/13/2015

Current Firm

WULLSCHLEGER GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WULLSCHLEGER GROUP

TRUST BUT VERIFY

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