Eric Williams has been Part Owner of A.o. Wealth Advisory,llc since January 2021, is not listed as a control person, but directly owns between 5% and 10% of the firm. Eric Williams holds a Degree in business management from Simpson College.
A.o. Wealth Advisory,llc is an Urbandale, IA firm with $213M under management, 311 clients and 4 advisers in one office, as of its February 2026 filing.
Eric Williams is a Financial Planner and part owner at AO Wealth Advisory, based in Urbandale, Iowa. He joined the firm in 2015 after working in transportation and marketing. He serves on the Midland Credit Union Board of Directors and the Urbandale Chamber of Commerce Board of Directors, and is the author of It's Your Money, self-published in 2013.
Eric Williams’ longest registration is the current one, 9 years at A.o. Wealth Advisory,llc since 2017. Before joining A.o. Wealth Advisory,llc in 2017, Eric Williams was registered through Investment Advisors Corp.
- Ao Wealth AdvisoryCurrent– present · 9 yearsUrbandale, IA · Adviser representative · Firm CRD 288301
- Investment Advisors Corp– · under a yearUrbandale, IA · Adviser representative · Firm CRD 117531
Professional designations
Listed by A.o. Wealth Advisory,llc
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Eric Williams is registered as an investment adviser representative in Iowa, since August 2017.
- IowaSince 8 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 December 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eric Randall Williams
- CRD
- 6448810
- Firm
- A.o. Wealth Advisory,llc · CRD 288301
- Role
- Part Owner
- Office
- 2570 106TH STREET, SUITE A, Urbandale, IA 50322
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aowealthadvisory.com
Where does Eric Williams work?
Eric Williams has been Part Owner of A.o. Wealth Advisory,llc since January 2021.
Is Eric Williams a financial advisor?
Yes. Eric Williams has a current investment-adviser registration in Iowa, through A.o. Wealth Advisory,llc since August 2017.
How many years of experience does Eric Williams have?
Eric Williams has 9 years in the financial industry, since January 2017, across 2 adviser firms.
What exams has Eric Williams passed?
Eric Williams passed the Series 65 in December 2016.
Where is Eric Williams based?
Eric Williams’ registered office is in Urbandale, IA.
Is Eric Williams registered with FINRA?
No. Eric Williams has no current broker registration.
Is Eric Williams a CFP?
A.o. Wealth Advisory,llc lists Eric Williams with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Eric Williams’ record?
Search CRD 6448810 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Williams’ full registration record.
