Edward R Wildermuth
Investment Adviser Representative at Savvy
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edward R. Wildermuth is an investment adviser representative with Savvy in Carmel, IN, where they have been registered since 2025. They have worked in the securities industry since 2013 and have been registered with 4 firms, including Commonwealth Financial Network and MML Investors Services, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana and Texas.
Registrations & licenses
- Investment adviser:
- Indiana, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- New York Life Insurance CompanyOct 2012 – Apr 2017Franklin, TN
- NYLife Securities LLCJan 2013 – Apr 2017Franklin, TN
- Eagle Strategies LLCFeb 2015 – Apr 2017Franklin, TN
- Clear Financial StrategiesMay 2016 – Mar 2017Franklin, TN
- Mass Mutual Life Insurance CompanyApr 2017 – Jun 2020Westfield, IN
- MML Investors ServicesApr 2017 – Jun 2020Westfield, IN
- Commonwealth Financial NetworkJun 2020 – Nov 2025Waltham, MA
- Mosaic Wealth Advisors (formerly Innovative Financial Solutions)Jun 2020 – no end date reportedIndianapolis, IN
- SavvyNov 2025 – no end date reportedCarmel, IN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Savvy
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized financial planning, personalized investment management, and a digital dashboard for tracking investments, net worth, and progress toward financial goals, delivered by dedicated financial advisors backed by technology
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 159
- Offices listed on AdvisorFinder:
- 3
- Main office:
- New York, NY
- SEC file number:
- 801-123656
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Savvy
Showing 12 of 159 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward R Wildermuth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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