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Eric James Bludau

Advisor at AE Wealth Management, LLC — Hallettsville, TX

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Hallettsville, TX 77964

AE Wealth Management, LLC logo

AE Wealth Management, LLC

Enterprise

Total advisors

464

Across 252 offices

Clients per advisor

274 Very High

Avg AUM per client

$387,358 Typical

HNW client ratio

7% Low

About

Eric Bludau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been involved with AE Wealth Management since 2024 and has prior experience at Institutional Securities Corp and TEAM Retirement Solutions LLC, where he serves as a managing partner. Outside of his advisory work, Bludau is a part owner of Bludau Ranches LP and acts as trustee for family trusts established for his sons. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various analytical methods and supports advisors through sub-advisory and model-licensing arrangements.

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

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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

See office

Hallettsville, TX

106 N La Grange St

Hallettsville TX 77964

Advisors at this office

1

Most active in

Texas

Work history

16 years of industry experience

Garrett and Linda Anders Life Insurance Trust

2026 - 2026 • 1 year

Weimar, TX

TEAM Wealth Management LLC

2026 - Present • 1 year

Hallettsville, TX

Lazy B Ranches

2025 - Present • 1 year

Hallettsville, TX

Lazy B Cattle Company

2025 - Present • 1 year

Hallettsville, TX

AE Wealth Management, LLC

2024 - Present • 2 years

Topeka, KS

Bludau Ranches LP

2015 - Present • 11 years

Hallettsville, TX

Institutional Securities Corp

2013 - 2017 • 4 years

Dallas, TX

Team Retirement Solutions LLC

2009 - Present • 17 years

Hallettsville, TX

Planmember Securities Corporation

2005 - 2011 • 6 years

Disclosures

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

Business activities & affiliations

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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
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Minor S

CFP®, Series 63

Yoakum, TX

Sunbelt Securities, Inc.

Minor Shores Jr. is a CFP® certificant with 39 years of experience in the financial services industry. He is affiliated with Sunbelt Securities, Inc. and operates Shores Wealth Management, Inc. as a DBA under Sunbelt Securities. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of investment adviser representatives, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting services, with an emphasis on discretionary asset management.

College savings (529s, UTMA, etc.) General tax planning Wealth management Active portfolio management
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Michael S

Series 63, Series 65

Hallettsville, TX

Integrity Alliance, LLC

Michael Scardino is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 credentials. He has 32 years of experience in the industry, with prior roles at Lion Street Financial and as owner of Scardino Insurance and Financial Services Inc. He also owns Generations Wealth Advisors, LLC, where he serves as a financial advisor. Integrity Alliance, LLC is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party manager platforms.

Annuities ESG / Sustainable investing
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Kurt S

Series 66

Hallettsville, TX

Integrity Alliance, LLC

Kurt Scardino is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Integrity Alliance, LLC, having joined in 2025, and previously worked at Lion Street Advisors and Cardinal Health. Outside of his advisory role, Scardino serves as a member of the Weimar City Council and owns Generations Wealth Advisors – Hallettsville, an insurance business focusing on Medicare and prescription drug plans. Integrity Alliance is an enterprise firm serving a diverse client base that includes individual investors, corporations, and qualified retirement plans. The firm offers a broad range of investment, financial planning, and brokerage services through a large network of advisors and employs various portfolio management strategies across multiple platforms.

Annuities ESG / Sustainable investing
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Freeman J

Series 66

Hallettsville, TX

Cetera

Freeman James is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked previously at ICA Group Wealth Management, LPL Financial LLC, and BWI Companies, INC. In addition to his advisory role, he serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Lydia M

Series 63, Series 66

Yoakum, TX

Cetera

Lydia Mobley is a financial professional with 31 years of industry experience, currently associated with Cetera since 2021. She holds Series 63 and Series 66 designations and has prior experience with LPL Financial and Texas Dow Employee Credit Union. In addition to her advisory role, she is involved with Totus Wealth Management as a financial professional and works as an insurance agent specializing in life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and significant assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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