Eric Edward Wolfe
Investment adviser representative at Succession Financial, Inc
30 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$210.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Succession Financial, Inc.Oct 2018 to now
- Wealthstar Advisors, LLCNov 2016 to Feb 2026
- American Express Financial Advisors Inc.Apr 1996 to Nov 2016
- Ids Life Insurance CompanyApr 1996 to Nov 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (TX).
Succession Financial, Inc
Legal name: Succession Financial, Inc.
$210.3MAssets managed
173Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2738645
- Firm CRD
- 336434