Erin Egesdal
Erin Egesdal is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bellevue, WA, with 15 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
Bellevue, WA
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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 a partner/financial advisor at Hawaii Financial Advisors and founder/financial advisor at Bellevue Financial Advisors, both since 2020, dedicating about 10-20% of her time to each. She also works as an insurance agent selling life, disability, annuities, and long-term care insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations11 states
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