Erik Wyse has been Managing Member of Wealthstar Advisors since January 2013, is a control person of the firm and directly owns between 25% and 50% of it. Erik Wyse holds a BBA in Business Administration from Abilene Christian University.
Wealthstar Advisors, LLC is a Plano, TX firm with $724M under management, 453 clients and 8 advisers across 3 offices, as of its March 2026 filing.
Erik L. Wyse is Co-Founder of WealthStar Advisors. He co-founded the firm in 2010 along with Jeff Wolf and Scott Stockton. He began helping families as an advisor in 1997 with American Express Financial Advisors (later Ameriprise), working as both an advisor and advisor coach before going independent in 2010. He retired from the Texas Army National Guard and U.S. Army as a Major, Engineer Officer in 2009.
Erik Wyse’s longest registration is the current one, 13 years at Wealthstar Advisors since 2013. Before joining Wealthstar Advisors in 2013, Erik Wyse was registered through Independent Financial Partners and Peregrine Diversified Investment Services Corp.
- Wealthstar Advisors, LLCCurrent– present · 13 yearsPlano, TX · Adviser representative · Firm CRD 164957
- Independent Financial Partners– · 1 yearPlano, TX · Adviser representative · Firm CRD 125112
- Peregrine Diversified Investment Services Corp.– · 1 yearPlano, TX · Adviser representative · Firm CRD 155820
- Ams Advisors LLC– · under a yearPlano, TX · Adviser representative · Firm CRD 142852
- Brewer Investment Advisors LLC– · under a yearPlano, TX · Adviser representative · Firm CRD 134631
- Ameriprise Financial Services, Inc.– · 12 yearsRichardson, TX · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Erik Wyse is registered as an investment adviser representative in Texas, since May 2013.
- TexasSince 13 May 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 24 November 1997 |
| Series 7 | General Securities Representative Examination | 19 November 1997 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Erik Lloyd Wyse
- CRD
- 2947140
- Firm
- Wealthstar Advisors · CRD 164957
- Role
- Managing Member
- Office
- 305B W SPRING CREEK PARKWAY, SUITE 400, Plano, TX 75023
- Registration
- Investment adviser registration
- In the industry since
- January 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthstaradvisors.com
Where does Erik Wyse work?
Erik Wyse has been Managing Member of Wealthstar Advisors, LLC since January 2013, and is a control person of the firm.
Is Erik Wyse a financial advisor?
Yes. Erik Wyse has a current investment-adviser registration in Texas, through Wealthstar Advisors since May 2013.
How many years of experience does Erik Wyse have?
Erik Wyse has 28 years in the financial industry, since January 1998, across 6 adviser firms.
What exams has Erik Wyse passed?
Erik Wyse has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in November 1997.
Where did Erik Wyse work before Wealthstar Advisors?
Before Wealthstar Advisors, Erik Wyse was registered through Peregrine Diversified Investment Services Corp., May 2011 to July 2012; Ams Advisors LLC, November 2010 to May 2011; Brewer Investment Advisors LLC, May 2010 to November 2010; Ameriprise Financial Services, Inc., December 1997 to May 2010.
Where is Erik Wyse based?
Erik Wyse’s registered office is in Plano, TX.
Is Erik Wyse registered with FINRA?
No. Erik Wyse has no current broker registration.
How can I verify Erik Wyse’s record?
Search CRD 2947140 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erik Wyse’s full registration record.
