LS
LS
Lynn Siewert
43 Years of Experience
Ridgefield, WA
1 Disclosure
Lynn Siewert is a registered investment advisor at Cetera Investment Advisers LLC, based in Ridgefield, WA, with 43 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...
Location
Ridgefield, WA
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2006Denied
Other Business Activities
Lynn is the owner/manager of His Eagle Nest, LLC, a real estate rental property business, since 2017. Lynn spends a few hours per week managing the properties.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
July 2025 - September 2025 · 2 mos
Epic Private Wealth
February 2018 - December 2025 · 7 yrs 10 mos
Advanced Corporate Planning, LLC
August 2017 - April 2018 · 8 mos
First Allied Advisory Services, INC.
July 2012 - July 2017 · 5 yrs
First Allied Securities, INC.
December 2006 - July 2012 · 5 yrs 7 mos
First Allied Securities, INC.Broker
December 2006 - July 2017 · 10 yrs 7 mos
First Allied Securities, INC.
December 2006 - December 2006 · 0 mos
First Allied Securities, INC.Broker
November 2006 - November 2006 · 0 mos
Raymond James Financial Services
April 1999 - June 2003 · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 1999 - December 2006 · 7 yrs 11 mos
Robert Thomas Securities, INCBroker
January 1998 - January 1999 · 1 yr
Investment Management & Research, INCBroker
April 1988 - January 1998 · 9 yrs 9 mos
Wedbush Securities, INC.Broker
November 1984 - May 1988 · 3 yrs 6 mos
Birr, Wilson & CO., INC.Broker
December 1982 - December 1984 · 2 yrs
University Securities CorporationBroker
September 1982 - November 1982 · 2 mos
State Registrations1 state
WA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.