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Eric Wendt

Wealth Manager, Partner

Eric serves as a Private Wealth Manager and Partner at Creative Planning. Eric works directly with his clients to develop, implement, and maintain customized financial plans addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits, and estate planning.

Eric brings to his clients more than 13 years of experience in the wealth management industry. Prior to joining Creative Planning, Eric worked for an independent investment advisory firm as a Portfolio Manager where he was responsible for having robust knowledge of his clients’ circumstances and providing them with comprehensive wealth management.

Eric earned a Bachelor of Science degree in Business Economics and Finance from Southern Illinois University-Edwardsville. Eric is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and has passed the Cannon Financial Institute Trust 1 and 2 exams.

Eric and his wife Liz have two children – Collin and Breelan. In his spare time, Eric enjoys working out, yard work, grilling, traveling, and spending time with family and friends.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021