Erin Christine kiyomi Egesdal
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$256.8BFirm 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 fee
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
15 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCSep 2019 to now
- Hawaii Financial Advisors, Inc.Aug 2015 to now
- Summit Financial Group IncSep 2016 to May 2021
- Summit Brokerage Services, Inc.Sep 2016 to Sep 2019
- Vsr Advisory Services, IncApr 2011 to Nov 2016
- Vsr Financial Services, IncFeb 2011 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (HI, TX, WA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5891738
- Firm CRD
- 105644