Waterloo Capital

Waterloo Capital (CRD# 133705) is a financial advisory firm headquartered in Austin, TX. They manage $1,302,845,545 in 4,480 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,303
    MILLION
  • Total Number of Accounts
    4,480
    ACCOUNTS
  • Average Account Value
    $290,814
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, CO, GA, LA, NC, NY, TX

Financial Advisors at Waterloo Capital
Showing 1 - 10 of 30 top financial advisors.
1
Lisa A. Allen
CRD#: 1198978
2700 Via Fortuna, Suite 100, Austin, TX 78746

Lisa Allen (CRD# 1198978) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 40 years of experience in the finance industry.

2
Betty J. Arias
CRD#: 1820304
2700 Via Fortuna, Suite 100, Austin, TX 78746

Betty Arias (CRD# 1820304) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 36 years of experience in the finance industry.

3
Earline F. Chapa
CRD#: 2237015
2700 Via Fortuna, Suite 100, Austin, TX 78746

Earline Chapa (CRD# 2237015) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 24 years of experience in the finance industry.

4
John T. Chatmas
CRD#: 2208046
2700 Via Fortuna, Suite 100, Austin, TX 78746

John Chatmas (CRD# 2208046) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 32 years of experience in the finance industry.

5
Adam G. D'acierno
CRD#: 6325618
2700 Via Fortuna, Suite 100, Austin, TX 78746

Adam D'acierno (CRD# 6325618) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 9 years of experience in the finance industry.

6
Dustin A. Eldridge
CRD#: 6140763
Dallas, TX

Dustin Eldridge (CRD# 6140763) is an Investment Advisor Representative working at Waterloo Capital in Dallas, TX and has over 10 years of experience in the finance industry.

7
Christopher J. Hernandez
CRD#: 5560002
2700 Via Fortuna, Suite 100, Austin, TX 78746

Christopher Hernandez (CRD# 5560002) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 14 years of experience in the finance industry.

8
Andrew R. Johnsen
CRD#: 6404842
2425 Cedar Springs Rd, Dallas, TX 75201
Andrew Johnsen (CRD# 6404842) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX. I am a partner of Roncinske Hughes & Associates, an award winning financial advisory team at Merrill Lynch located in central Dallas. I welcome the opportunity to speak with prospective clients about the following areas: -Financial Planning -Superior Investment Selection -401k Rollover and Redesign -Estate and Succession Planning -Customized Credit and Lending Solutions
9
Steven H. Livitz
CRD#: 4316223
1250 S Capital Of Texas Hwy, Bldg. 3-400, Austin, TX 78746

Steven Livitz (CRD# 4316223) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 20 years of experience in the finance industry.

10
Mark J. McAdams
CRD#: 4511531
1250 S. Capital Of Texas Hwy, Bldg. 3-400, Austin, TX 78746

Mark McAdams (CRD# 4511531) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 21 years of experience in the finance industry.

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