Eric Thomas Douglas
Investment adviser representative at Family Wealth Planning Partners
18 yearsExperience
2 statesRegistered in
$317.4MFirm assets
3 yearsFirm in business
Are you Eric Thomas Douglas? Claim your profile
Contact this firm
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
18 years in the industry.
- Fwpp Insurance LLCJun 2023 to now
- Family Wealth Planning PartnersDec 2022 to now
- Ifp Securities, LLCAug 2019 to Apr 2023
- Independent Financial PartnersAug 2019 to Apr 2023
- Nationwide Investment Services CorporationJan 2019 to Aug 2019
- Jefferson National Financial CorporationApr 2008 to Aug 2019
- Jefferson National Securities CorporationApr 2008 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IN, KY).
Family Wealth Planning Partners
Legal name: Family Wealth Planning Partners LLC
$317.4MAssets managed
1,466Clients
4Advisers
3 yearsIn 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
- 5561316
- Firm CRD
- 323656