Eudaimonia Partners, LLC

Eudaimonia Partners, LLC (CRD# 283884) is a financial advisory firm headquartered in Winchester, TN. They manage $982,253,549 in 3,075 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    982
    MILLION
  • Total Number of Accounts
    3,075
    ACCOUNTS
  • Average Account Value
    $319,432
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, FL, GA, IL, IN, KY, LA, MI, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA

Financial Advisors at Eudaimonia Partners, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Michael W. Kreimer
CRD#: 1451905
5960 Fairview Rd., Suite 100b, Charlotte, NC 28210

Michael Kreimer (CRD# 1451905) is an Investment Advisor Representative working at AssetWise Financial Group in Charlotte, NC and has over 36 years of experience in the finance industry. Michael Kreimer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
James A. Buckner
CRD#: 5879088
1791 Bypass Rd., Winchester, TN 37398

James Buckner (CRD# 5879088) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Winchester, TN and has over 11 years of experience in the finance industry.

3
Christopher A. Cooley
CRD#: 2342178
381 Riverside Drive, Suite 320, Franklin, TN 37064

Christopher Cooley (CRD# 2342178) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Franklin, TN and has over 29 years of experience in the finance industry. Christopher Cooley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John C. Goodson
CRD#: 2265477
1791 Bypass Rd., Winchester, TN 37398

John Goodson (CRD# 2265477) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Winchester, TN and has over 30 years of experience in the finance industry.

5
Michael D. Hakerem
CRD#: 2601339
3716 National Drive, Suite 114, Raleigh, NC 27612

Michael Hakerem (CRD# 2601339) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Raleigh, NC and has over 26 years of experience in the finance industry.

6
Alexander W. Jones
CRD#: 5835712
554 Franklin Rd, Suite 105, Franklin, TN 37069

Alexander Jones (CRD# 5835712) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Franklin, TN and has over 12 years of experience in the finance industry. Alexander Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Edward B. Lewis
CRD#: 2248235
Franklin, TN

Edward Lewis (CRD# 2248235) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Franklin, TN and has over 30 years of experience in the finance industry.

8
Richard C. McElroy
CRD#: 2948369
3716 National Drive, Suite 114, Raleigh, NC 27612

Richard McElroy (CRD# 2948369) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Raleigh, NC and has over 20 years of experience in the finance industry.

9
Todd J. Meucci
CRD#: 2801244
Brentwood, TN

Todd Meucci (CRD# 2801244) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Brentwood, TN and has over 26 years of experience in the finance industry.

10
Jason B. Parker
CRD#: 4608025
1791 Bypass Rd., Winchester, TN 37398

Jason Parker (CRD# 4608025) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Winchester, TN and has over 19 years of experience in the finance industry. Jason Parker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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