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Erin Amanda Lindquist

Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered 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

14 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. Zonin Wealth ManagementJul 2020 to now
  4. Avantax Insurance Agency And/or Avantax Insurance Services.Jul 2023 to Sep 2025
  5. Avantax Advisory ServicesMar 2022 to Sep 2025
  6. Avantax Investment Services Inc.Mar 2022 to Sep 2025
  7. Otf Enterprises LLCNov 2020 to Mar 2021
  8. Bath & Body Works, LLCJan 2020 to Feb 2020
  9. Bath & Body Works, LLCMar 2019 to Dec 2019
  10. Bath & Body Works, LLCOct 2018 to Feb 2019
  11. Bath & Body Works, LLCJun 2018 to Aug 2018
  12. Bath & Body Works, LLCNov 2017 to Jan 2018
  13. StudentJan 2012 to May 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
7282610
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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