Eric Ronald Wylie

Employer firm

Waterloo Capital CRD 133705

$2.26B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2011 → 04/2025
  Element Retirement & Investment Consultants, L.L.C.
  College Station, TX
• 01/2025 → Present
  Waterloo Capital
  Austin, TX

Previous Registrations

• 2011-11-17 → 2025-04-03
  Element Retirement & Investment Consultants, L.L.C.
  College Station, TX

Other Businesses

CORPS OF CADETS ASSOCIATION MEMBER, BOARD OF DIRECTORS SINCE 01/2023 NOT INVESTMENT RELATED TEXAS A&M ASSOCIATION OF FORMER STUDENTS CLASS AGENT AND REPRESENTATIVE AT LARGE SINCE 03/2023 NOT INVESTMENT RELATED GREATER BRAZOS PARTNERSHIP COMMITTEE CHAIR FOR INVEST GREATER BRAZOS SINCE 04/2024 NOT INVESTMENT RELATED BRYAN/COLLEGE STATION CHAMBER OF COMMERCE COMMITTEE MEMBER SINCE 01/1994 NOT INVESTMENT RELATED A&M UNITED METHODIST CHURCH COMMITTEE MEMBER SINCE 01/2001 NOT INVESTMENT RELATED COLLEGE STATION ISD DISTRICT EDUCATION IMPROVEMENT COMMITTEE MEMBER SINCE 08/2022 NOT INVESTMENT RELATED STATE BAR OF TEXAS GRIEVANCE COMMITTEE MEMBER SINCE 09/2022 NOT INVESTMENT RELATED STEVE COOKE SCOTTICH RITE CLUB TREASURER SINCE 01/2015 NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-22
• S66 Uniform Combined State Law Examination
  2001-05-25
• S63 Uniform Securities Agent State Law Examination
  1996-03-04