Broker Check

Firm History

FIRM HISTORY

Wilson Investment Group was founded in 1981 by K. Ted Wilson.  What began as an independently owned and operated financial services business has grown into a team of licensed financial professionals and administrators who have over 150 years of combined experience.  We currently have four full-time financial planners who are Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., including two Certified Financial Planner™ practitioners.

Our advisors possess a diverse range of experience in the financial industry. We believe the blend of talents, expertise, and viewpoints allow us to collaborate as a firm to promote a “hands-on” approach to service. Assisting investors in every aspect of financial services and wealth management adds value to each relationship. Our dedicated professionals are committed to helping each and every client reach their personal and financial goals.

K. Ted Wilson

Ted, an Auburn native, graduated from Auburn University with a B.S. degree in Business Administration. He has worked in the financial services industry since 1965 when he began his career in commercial banking. Ted earned the Certified Financial Planner™ professional designation from the College of Financial Planning in April 1994. In 2017, after 36 years in the industry, Ted began the first phase of his retirement. Ownership and management of the firm were transferred to Matt Clegg and Brad Wilson.
Ted is a huge proponent of giving back to the community in which you live. Over the years, he has served in numerous and various civic leadership roles. Currently, he is the Chairman of the City of Auburn’s Industrial Development Board. Ted and his wife, Gina, reside in Auburn and have two married children and five grandchildren. They are members of Auburn United Methodist Church.

K. Ted Wilson, Founder