Eric Allen Obergfell
Investment Adviser Representative at WELLTH ADVISORY SERVICES, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eric Allen Obergfell has worked in the securities industry since 2005. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Illinois, Iowa, Maryland, and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $1,000,000 or Under | 2.00% |
| $1,000,001 to $2,000,000 | 1.50% |
| Over $2,000,001 | 1.00% |
Wellth Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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