Eric Burlison, financial advisor Springfield MO

Eric Burlison

CRD Number: 7180395
Current Firm: Wealthcare Asset Management, LLC

Eric Burlison (CRD# 7180395) is an Investment Advisor Representative working at Wealthcare Asset Management, LLC in Springfield, MO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
United States House Of Representatives Springfield, MO Jan 2023 - Current 1
Wealthcare Asset Management, LLC Springfield, MO Sep 2019 - Current 4
American Tax Strategies, LLC Springfield, MO May 2019 - Current 4
Sole Proprietor-burlison Company Realty Springfield, MO Mar 2005 - Current 19
Missouri General Assembly Springfield, MO Jan 2019 - Jan 2023 4
Cerner Inc. Springfield, MO Nov 2012 - Dec 2022 10
Missouri General Assembly Springfield, MO Jan 2009 - Dec 2016 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Eric Burlison
Phone Number: 417-865-0936
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    619
    ACCOUNTS
  • Average Account Value
    $184,512
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, MO, TX

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