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Eric J Ayersman

Retirement Planning Consultants Inc

South Charleston, WV

CRD 6061542

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Employer firm

Retirement Planning Consultants Inc CRD 310925

$26.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Planning Consultants Inc

339 3Rd Ave, South Charleston, WV 25303 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2020-09-29
  • WV RA
    APPROVED
    Since 2020-09-29

Branch Locations

339 3Rd Ave, South Charleston, WV 25303 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eric J Ayersman, Cpa, Ac South Charleston WV 10/2000 Present
Avantax Investment Services, Inc. South Charleston WV 05/2012 10/2020
Avantax Advisory Services South Charleston WV 01/2014 10/2020
Avantax Insurance Agency, Llc South Charleston WV 09/2019 10/2020
  • 10/2000 → Present
    Eric J Ayersman, Cpa, Ac
    South Charleston, WV
  • 05/2012 → 10/2020
    Avantax Investment Services, Inc.
    South Charleston, WV
  • 01/2014 → 10/2020
    Avantax Advisory Services
    South Charleston, WV
  • 09/2019 → 10/2020
    Avantax Insurance Agency, Llc
    South Charleston, WV
Previous Registrations
  • 2014-02-03 → 2020-10-14
    Avantax Advisory Services
    South Charleston, WV
Other Businesses

Ayersman Financial Group, Inc~'NIR'~339 3rd Ave.~South Charleston~WV~25303~Other~Other~1/22/2014~40hrs~20hrs~Operational and/or Marketing Name for H.D.Vest Services|Eric Ayersman, CPA, AC~'NIR'~339 3rd Ave~South Charleston~WV~25303~Tax Preparation/Accounting~President~10/1/2000~80hrs~65hrs~prepare income tax returns,quarterly tax work for small businesses, and consulting work|HD Vest Insurance Agency, LLC~'IR'~6333 North State Highway 161, 4th Floor~Irving~TX~75038~Equity Indexed Annuity~Agent~9/23/2019~5hrs~5hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL).|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-21
S63 Uniform Securities Agent State Law Examination 2012-08-31
  • S65 Uniform Investment Adviser Law Examination
    2014-01-21
  • S63 Uniform Securities Agent State Law Examination
    2012-08-31
Designations
  • Certified Financial Planner

View on SEC IAPD

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