Erin Hinzmann
Erin Hinzmann is a registered investment advisor at Cetera Investment Advisers LLC, based in Marble Falls,, TX, with 23 years of industry experience. Erin 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
Firm Size
IM Fee
Assets Under Management
Location
808 9th Street, Suite 105, Marble Falls,, TX, 78654
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erin is an at-large board member and co-chair for Highland Lakes Creative Arts, dedicating about 10-20% of her time, and an insurance agent selling insurance through Avantax, spending a few hours per week. She is also a trustee for a life insurance trust and will be working full-time as a financial advisor for Dauntless Wealth Management LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations19 states
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