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Eric Peter Weschke

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Type: Dual Registration

Eric Weschke is a financial professional at Kalos Management, a $195M RIA based in Alpharetta, GA. Eric has held an industry securities registration for 4 years and is subject to SEC and FINRA oversight.

Advisor Timeline

No timeline events available.
Kalos Capital 3 years, 7 months May 2011 - Present
Financial Planning Associates,Inc. 3 years, 7 months Oct 2007 - May 2011
Alternative Wealth Strategies, Inc. 3 years, 4 months Oct 2007 - Feb 2011
First National Bank of Arizona 2 years, 9 months Dec 2004 - Sep 2007
Equity Services Inc 1 year, 1 month Nov 2003 - Dec 2004
ExamSeriesPassed Date
Uniform Combined State Law ExaminationSeries 66 11/02/2007
Uniform Securities Agent State Law ExaminationSeries 63 06/01/1994

Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Eric Peter Weschke has not answered any questions on Financial Q&A.

Top Guides

Eric Peter Weschke has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

High Net Worth Individuals
Pension and Profit Sharing Plans
Charitable Organizations
Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status

No Disclosures Found

10 Customer Disputes

2 Regulatory Events

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees