Erin N Pentz
Investment adviser representative at Cerity Partners LLC
20 yearsExperience
2 statesRegistered in
ChFC®Designation
$161.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Cerity Partners LLCOct 2024 to now
- Strategic Benefit ConsultantsJun 2006 to Sep 2024
- LPL Financial LLCJun 2006 to May 2018
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4737788
- Firm CRD
- 151559