Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Oklahoma City
28yrs
Eric Nelson
Financial advisor at Wealth Enhancement Advisory Services
Eric Nelson has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Oklahoma City, Oklahoma. After three years at Equius Partners and a year at Exencial Wealth Advisors, Eric joined Wealth Enhancement Advisory Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Eric holds the CFA designation.
One of 641 advisors with offices in Oklahoma City, and one of 599 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 21% by experience at Wealth Enhancement Advisory Services
Office1000 W Wilshire Blvd Suite 315, Oklahoma City, OK 73116
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?2 states
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2012 – nowServo Wealth Management LLCCurrent
- 2009 – 2012Equius Partners, Inc.Previously
- Mar 2008 – Feb 2009Exencial Wealth AdvisorsPreviously
- 2002 – 2007Charles Schwab & CO., Inc.Previously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Wealth Enhancement Advisory Services at 763-417-1700 and ask for Eric Nelson. Eric works from the Oklahoma City, OK office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1998, about 28 years. Top 21% by experience at Wealth Enhancement Advisory Services.
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?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. 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.
Other advisors nearby
B.b. Graham &
47yrs
Top advisor by experience at B.b. Graham &
Osaic Wealth
47yrs
Top 1% by experience in Oklahoma City
UBS Financial Services
46yrs
Top 1% by experience in Oklahoma
D.a. Davidson &
46yrs
Top 1% by experience in Oklahoma
Morgan Stanley
46yrs
Top 1% by experience nationwide