ON Investment Management
41yrs
Top 3% by experience nationwide
43yrs
Eric Williams has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Pendleton, Indiana. Eric has been with Wells Fargo Advisors since 2015; before that, Eric spent seven years at UBS Financial Services and 14 years at Prudential Equity Group. Eric holds the CFP® designation.
One of 15 advisors with offices in Pendleton, and one of 14 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience in Pendleton
OfficeOne Plaza Dr Suite 12, Pendleton, IN 46064
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2015UBS Financial Services Inc.Previously
- 2003 – 2008Wells Fargo Clearing Services, LLCPreviously
- 1989 – 2003Prudential Equity Group, LLCPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Wells Fargo Advisors at 314-875-3000 and ask for Eric Williams. Eric works from the Pendleton, IN office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1983, about 43 years. Top advisor by experience in Pendleton.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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