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Eric Edward Wolfe

Managing PrincipalSuccession Financial, Inc.CRD 2738645

About Eric Edward Wolfe

Eric Edward Wolfe is listed as Managing Principal at Succession Financial, Inc. in McKinney, TX. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Succession Financial, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Eric Edward Wolfe work?

Eric Edward Wolfe is listed as Managing Principal at Succession Financial, Inc. on SEC Form ADV.

How much of Succession Financial, Inc. does Eric Edward Wolfe own?

Form ADV reports a beneficial ownership band of 50-75%.

Succession Financial, Inc.

TitleManaging Principal
Ownership50-75%
Control personYes
Since2018