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Eric Ronald Wylie

Waterloo Capital

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About Eric Ronald Wylie

Eric Ronald Wylie is a registered investment advisor with Waterloo Capital and Element Retirement & Investment Consultants, LLC. Eric has been in the industry since 1996 and holds licenses in Texas. Eric has a strong background in investment consulting and has a special focus on financial planning, pension consulting, and selection of other advisors. Eric has extensive experience working with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Eric is committed to providing high-quality financial advice and is dedicated to helping clients reach their financial goals.

Firm Information

Eric Wylie is currently registered with Waterloo Capital. Waterloo Capital is an investment advisory firm located in Austin, Texas. The firm provides a range of services, including financial planning, pension consulting, and portfolio management. They specialize in serving high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $1.3 billion in regulatory assets under management. Waterloo Capital is registered with the SEC and has a wrap fee program.
Waterloo Capital

2700 VIA FORTUNA

AUSTIN, TX 78746

$1.30B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Wylie’s Registration & Firm History

TX

01/02/2025 - Present

Waterloo Capital (AUSTIN TX)

CA

04/24/2001 - 05/04/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

NY

02/22/1996 - 01/17/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 11/22/2011

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/25/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/23/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/25/1996

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Ronald Wylie.
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