Eric Carl Willer
Investment Adviser Representative at IP Financial Advisory Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eric Carl Willer is an investment adviser representative in Dallas, TX, currently registered with Innovation Partners LLC and IP Financial Advisory Services LLC. They have worked in the securities industry since 2005 and have been registered with 5 firms, including Direct Source Wealth Advisory and Kestra Advisory Services, LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Colorado and Texas.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
- Broker:
23 states and territories
Alabama, Arizona, California, Colorado, Georgia, Idaho, Illinois, Iowa, Kansas, Michigan, Minnesota, Nebraska, Nevada, New York, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Wisconsin, Wyoming
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.
- Fusion Analytics Investment PartnersJun 2009 – Jun 2020Dallas, TX
- Fusion Analytics Securities LLCMar 2014 – Jun 2020New York, NY
- Kestra Financial, Inc.Jun 2020 – Apr 2021Irving, TX
- Halcyon Wealth AdvisorsJun 2020 – May 2021Irving, TX
- Innovation Partners LLCAug 2023 – no end date reportedCharlotte, NC
- Family First LifeMay 2021 – Apr 2023Irving, TX
- WD Wealth StrategiesApr 2023 – no end date reportedLone Tree, CO
- IP Financial Advisory Services LLCJan 2025 – no end date reportedCharlotte, NC
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IP Financial Advisory Services LLC
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
- Other
- Firm account minimum
- $25,000 (waivable)
- Less than $10,0001.25%
- $25,000 to $100,0001.00%
- $100,000 to $250,0000.75%
- Greater than $250,0000.50%
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
Financial, investment and management consulting solutions.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 133
- Offices listed on AdvisorFinder:
- 29
- Main office:
- Charlotte, NC
- SEC file number:
- 801-117481
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at IP Financial Advisory Services LLC
Showing 12 of 133 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. Eric Carl Willer 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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