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Eric Edward Wolfe

Investment Adviser Representative at SUCCESSION FINANCIAL, INC

Mckinney, TXCRD #2738645Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eric Edward Wolfe has worked in the securities industry since 1996. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/20/1996
SIE
Securities Industry Essentials Examination
Passed 11/17/2016
Series 7
General Securities Representative Examination
Passed 5/14/1996
Series 24
General Securities Principal Examination
Passed 1/27/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Succession Financial, Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUCCESSION FINANCIAL, INCCurrent
6/27/2025Mckinney, TX
WEALTHSTAR ADVISORS, LLC
11/17/20162/3/2026Mckininey, TX
AMERIPRISE FINANCIAL SERVICES, INC.
5/21/199611/17/2016Allen, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SUCCESSION FINANCIAL, INC

1 other advisor in the directory

View SUCCESSION FINANCIAL, INC firm profile
About this profile

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 Edward Wolfe 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.

Eric Edward Wolfe - Financial Advisor in Mckinney, TX | AdvisorFinder