Eric Thomas Douglas
Investment Adviser Representative at Family Wealth Planning Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eric Thomas Douglas is an investment adviser representative with Family Wealth Planning Partners in Louisville, KY, where they have been registered since 2022. They have worked in the securities industry since 2008 and were previously registered with Independent Financial Partners. They have passed 6 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 Kentucky.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana, Kentucky
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.
- Jefferson National Securities CorporationApr 2008 – Aug 2019Louisville, KY
- Jefferson National Financial CorporationApr 2008 – Aug 2019Louisville, KY
- Nationwide Investment Services CorporationJan 2019 – Aug 2019Louisville, KY
- IFP Securities, LLCAug 2019 – Apr 2023Tampa, FL
- Independent Financial PartnersAug 2019 – Apr 2023Tampa, FL
- Family Wealth Planning PartnersDec 2022 – no end date reportedLouisville, KY
- FWPP Insurance LLCJun 2023 – no end date reportedLouisville, KY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Family Wealth Planning Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
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
Retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans designed specifically for employee groups, life insurance, long-term care, disability and critical illness, health insurance, and group health benefits.
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:
- 4
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Louisville, KY
- Founded:
- 2018
- SEC file number:
- 801-126996
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 22, 2026
View full firm profileOther advisors at Family Wealth Planning Partners
3 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
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 Thomas Douglas 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.
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