user avatar

Eric Bludau

Advisor at AE Wealth Management, LLC

Updated today

Location

Hallettsville, TX 77964

Credentials

Series 63, Series 65

Industry experience

15 years

About

Eric Bludau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His work history includes roles at TEAM Wealth Management LLC and Institutional Securities Corp. Outside of advisory work, he is involved in ranching operations and serves as a trustee for family trusts. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Client services

Based on AE Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on AE Wealth Management, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on AE Wealth Management, LLC

Self-Employed Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance

Percentage

Negotiable up to 2.5% annually; fees above 2.0% require compliance approval

Commissions

IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives

Project-based

Hourly fees for financial planning and consulting vary by IAR and client agreement

Other

Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement

Location

106 N La Grange St

Hallettsville, TX 77964

Most active in

Texas

Work history

Garrett and Linda Anders Life Insurance Trust

2026 - Present (1 year)

TEAM Wealth Management LLC

2026 - Present (1 year)

Lazy B Ranches

2025 - Present (1 year)

Lazy B Cattle Company

2025 - Present (1 year)

AE Wealth Management, LLC

2024 - Present (2 years)

Bludau Ranches LP

2015 - Present (11 years)

Institutional Securities Corp

2013 - 2017 (4 years)

Team Retirement Solutions LLC

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kenneth M

Series 63, Series 65

Sweet Home, TX

Mitchell Group Delaware LLC

Kenneth Mitchell is the sole advisor at Mitchell Group Delaware LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led the firm since 2010. Mitchell Group Delaware LLC provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients, using a combination of charting, fundamental, and technical analysis across long- and short-term trading strategies. The firm prepares Investment Policy Statements for clients, facilitates access to third-party money managers, and offers insurance products as part of portfolio solutions.

Annuities
user avatar

Freeman J

Series 66

Moulton, TX

LPL Financial

Freeman James is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ICA Group Wealth Management, LLC, Crossroads Bank, BWI Companies, and Cal-Maine Foods. He is also a commissioned notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Lydia M

Series 63, Series 66

Yoakum, TX

Cetera

Lydia Mobley is a financial professional with 31 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 licenses and has worked at Cetera Advisors LLC, Totus Wealth Management, and LPL Financial. Outside of her advisory role, she is also involved in the sale of fixed insurance products, including life, health, disability, fixed annuities, and long-term care. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Gary K

Series 63, Series 65

Shiner, TX

Cetera

Gary Kusak is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera and its affiliates since 2025 and previously spent 13 years with Concourse Financial Group Securities Inc. Outside of advising, Kusak manages Kusak Farms, which involves farming and livestock production, and performs as a musician at social events. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Guy J

Series 63, Series 66

Yoakum, TX

LPL Financial

Guy James is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at LPL Financial since 2017 and previously at ICA Group Wealth Management, LLC and Investment Centers Of America, Inc. In addition to his advisory work, he is co-owner and operator of a cattle company. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Robert L

Series 63, Series 66

Hallettsville, TX

Edward Jones

Robert Lundy is a financial advisor with Edward Jones in Hallettsville, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Lundy serves as Vice President of the Turtleback Corporation, a family-owned oil and natural gas production business, and is Vice President of the Hallettsville I.S.D. Board of Trustees. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")