AA
PFS
AA
PFS

Aliina Marie Anton-Erik

7 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
265 advisors
Number of Clients
8,371 clients
Average Client Portfolio
$828K average
Assets Under Management
$6.9B

Fee Structure

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Location

19109 36th Ave W, Ste 213, Lynnwood, WA, 98036

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Aliina's 100% owned S-corp (Anton-Erik & Co) is a 30% member in Werner, O'Meara & Co., PLLC, a tax, accounting, and business consulting firm. She dedicates nearly full-time hours to firm and employee management, client management, tax return reviews, and tax and business consulting.

Employment History
Current Registrations
Avantax Planning Partners, INC.
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Avantax Advisory Services
February 2020 - August 2022 · 2 yrs 6 mos
Werner & C0. RIA, PLLC
August 2018 - September 2020 · 2 yrs 1 mo
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.