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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

ERIC WILLIAM FLYNN

Advisor at APRIO WEALTH MANAGEMENT, LLC

BOZEMAN, MT | ATLANTA, GA

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Search this name across graphsid dfx:ria:bf65d8b6-1fe1-f611-affd-048cd751c922

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 22, 2020 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: APRIO WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Sep 22, 2020
Dual registered: no
Other names: ERIC W. FLYNN
IAPD individual key: 5640707

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
APRIO WEALTH MANAGEMENT, LLC	Independent wealth	Nov 10, 2025	n/a	yes	BOZEMAN, MT\|ATLANTA, GA	Current employment
COMPOUND PLANNING, INC.	Independent wealth	Mar 28, 2025	Oct 6, 2025	no	Bozeman, MT	Previous registration
CREATIVE PLANNING	Independent wealth	Apr 28, 2023	Jan 27, 2025	no	Bozeman, MT\|OVERLAND PARK, KS	Previous registration
CREATIVE PLANNING	Independent wealth	Oct 4, 2022	Nov 8, 2022	no	OVERLAND PARK, KS\|Bozeman, MT	Previous registration
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Mar 18, 2021	Oct 20, 2022	no	BOZEMAN, MT\|MILWAUKEE, WI	Previous registration
JCG ADVISORY GROUP, LLC	State registered	Sep 22, 2020	Mar 17, 2021	no	BOZEMAN, MT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMPOUND PLANNING, INC.	APRIO WEALTH MANAGEMENT, LLC	Oct 6, 2025	Nov 10, 2025	35	Firm change	RIA to RIA
CREATIVE PLANNING	COMPOUND PLANNING, INC.	Jan 27, 2025	Mar 28, 2025	60	Firm change	RIA to RIA
WIPFLI FINANCIAL ADVISORS, LLC	CREATIVE PLANNING	Oct 20, 2022	Oct 4, 2022	-16	Bulk transfer	RIA to RIA
JCG ADVISORY GROUP, LLC	WIPFLI FINANCIAL ADVISORS, LLC	Mar 17, 2021	Mar 18, 2021	1	Firm change	Other

Relationships

Registered with (5)

→ APRIO WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 10, 2025 to presentfactForm ADV
→ COMPOUND PLANNING, INC.Registered adviserregistration: previous registration
Mar 28, 2025 to Oct 6, 2025factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Apr 28, 2023 to Jan 27, 2025factForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 18, 2021 to Oct 20, 2022factForm ADV
→ JCG ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Sep 22, 2020 to Mar 17, 2021factForm ADV

Dated events

Occurred
Oct 6, 2025
Advisor changed firm
Eric William Flynn left Compound Planning, Inc. for Aprio Wealth Management, Llc (registered 2025-11-10)
Form ADVobserved 6 days ago
Occurred
Jan 27, 2025
Advisor changed firm
Eric William Flynn left Creative Planning for Compound Planning, Inc. (registered 2025-03-28)
Form ADVobserved 6 days ago