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Profil
Eric Michael Wendt formerly worked at Creative Planning LLC, as Wealth Manager & Partner from 2021 to 2024 and Heritage Way Advisors LLC, as Portfolio Manager from 2012 to 2017.
Mr. Wendt received his undergraduate degree in 2008 from Southern Illinois University.
Anciens postes connus de Eric Michael Wendt
| Sociétés | Poste | Fin |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Gestionnaire de Portefeuille-Actions | 01/03/2024 |
Heritage Way Advisors LLC
 Heritage Way Advisors LLC Investment ManagersFinance HWA seeks to diversify a client’s investment portfolio across various asset classes consistent with a client’s financial goals. The firm concentrates its investment research efforts on the fundamental analysis of publicly traded securities to review current and potential investments for client accounts. HWA implements its strategy using individual securities such as bonds and common stocks and/or exchange-traded index fund. In most circumstances, the firm employs a long-term investment strategy. | Gestionnaire de Portefeuille-Actions | - |
Formation de Eric Michael Wendt
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Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
34
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Southern Illinois University
 Southern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
Heritage Way Advisors LLC
Heritage Way Advisors LLC Investment ManagersFinance HWA seeks to diversify a client’s investment portfolio across various asset classes consistent with a client’s financial goals. The firm concentrates its investment research efforts on the fundamental analysis of publicly traded securities to review current and potential investments for client accounts. HWA implements its strategy using individual securities such as bonds and common stocks and/or exchange-traded index fund. In most circumstances, the firm employs a long-term investment strategy. | Finance |
