Erik J. Wehner, CFP®, EA
Financial Planner
904.606.2116
Erik joined Amon & Associates in 2019 as a Financial Planner and runs a remote office located in Orange Park (Jacksonville) Florida. Erik is a Certified Financial Planner™ and holds securities Registration Series 7 license as well as being licensed in life and health insurance and annuities.
Erik is a graduate of Southeastern University with a degree in Business and Professional Leadership. His leadership experience ranges from volunteer work to supervisory Law-enforcement roles to over 16 years as a business owner. Along side the Amon & Associates office, Erik is a partner at ESP Financial and holds an Enrolled Agent (EA) status. “Enrolled agent status is the highest credential the IRS awards… “ (https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information Sep 23, 2020)
Erik’s focus on financial planning is on the client relationship and building a tax smart retirement plan.
Erik lives in Orange Park, Florida with his wife Silke. Combined they have five children and three grandchildren.
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Disclosures
Securities: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Maine, Maryland, Massachusetts, Michigan, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia and Washington
(If you are a resident of a state not listed here, please contact us and we will be happy to explore expanding to your state.)
Amon & Associates is not an affiliate of Lincoln Financial Advisors.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
