College Station, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,035,011,934
ClientsTotal clients
2,609
AdvisorsAdvisors at this office
2
Of 52 advisors across 10 offices
Location
College Station TX
Advisors at this office
2
Advisors at this office
Eric W
Series 63, Series 65, Series 66
College Station, TX
Waterloo Capital
Eric Wylie is a financial advisor at Waterloo Capital with 14 years of industry experience. He previously worked at Element Retirement & Investment Consultants, L.L.C. from 2011 to 2025. Wylie serves on several community and nonprofit boards, including the Corps of Cadets Association and the Bryan/College Station Chamber of Commerce. Waterloo Capital is an SEC-registered multi-team adviser that serves entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm uses a long-term, buy-and-hold investment approach combined with fundamental analysis and offers a range of services including direct investment management, financial planning, and access to third-party sub-advisers.
Jarrod H
Series 66
College Station, TX
Waterloo Capital
Jarrod Hix is a financial advisor at Waterloo Capital with 23 years of industry experience. He holds a Series 66 designation and previously worked for Element Retirement & Investment Consultants, L.L.C. from 2016 to 2025. Outside of his advisory role, he serves as Treasurer and Secretary of the Rotary Club of Aggieland and chairs the Rotary District 5910 District Conference Planning Committee. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm builds customized long-term portfolios using fundamental analysis and offers a broad range of investment tools alongside comprehensive financial planning and consulting services.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")