Eric Carl Willer

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 06/2020
  Fusion Analytics Investment Partners
  Dallas, TX
• 03/2014 → 06/2020
  Fusion Analytics Securities Llc
  New York, NY
• 06/2020 → 04/2021
  Kestra Financial, Inc.
  Irving, TX
• 06/2020 → 05/2021
  Halcyon Wealth Advisors
  Irving, TX
• 08/2023 → Present
  Innovation Partners Llc
  Charlotte, NC
• 05/2021 → 04/2023
  Family First Life
  Irving, TX
• 04/2023 → Present
  Wd Wealth Strategies
  Lone Tree, CO
• 01/2025 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2023-05-09 → 2024-12-31
  Direct Source Wealth Advisory
  Dallas, TX
• 2020-06-15 → 2021-04-27
  Kestra Advisory Services, Llc
  Irving, TX
  Austin, TX
• 2017-08-23 → 2019-12-31
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL
• 2010-10-11 → 2016-12-31
  Fusion Analytics Investment Partners Llc
  Dallas, TX
  Coral Springs, FL

Other Businesses

1. WD Wealth Strategies. 10463 Park Meadows Dr., Suite 211, Tax Advisory Services, financial plans, life insurance, educating clients. Earns commissions/overrides___ 2. Green Day. greendayfinance.comGreen Tree Solar referrals, Solars Panels referral. Referral fees.___ 3. Capstone Colorado. Life insurance Agent. 2000 S Colorado Blvd. Tower II, Suite 800., Denver, CO 80222. Suite Receives overrides. 10hrs per week.___ 4. Mass Mutual. Life agent. 1295 State Street, Springfield, MA 01111. https://www.massmutual.com/. Receives commissions. 10hrs per week.___ Name of Business: Crossfield Partners Investment-Related Nature: No Address of the Other Business: Dallas, TX 75214 Nature of the Other Business: Life Insurance Position, Title, or Relationship: Agent Start Date of the Relationship: 07/2026 Approximate Number of Hours per Month Devoted: 20 hours/month Name of Business: Mass Mutual Life Insurance Co. Ltd. Investment-Related Nature: No Address of the Other Business: Dallas, TX 75214 Nature of the Other Business: Life Insurance Position, Title, or Relationship: Agent Start Date of the Relationship: 06/2026 Approximate Number of Hours per Month Devoted: 12 hours/month

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-19
• S65 Uniform Investment Adviser Law Examination
  1996-03-04

Designations

• Chartered Financial Analyst