EL
CFP
EL
CFP

Erin Lindquist

4 Years of Experience
Freehold, NJ
BrokerSells Insurance

Erin Lindquist is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Freehold, NJ, with 4 years of industry experience. Erin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

35 Court Street, Freehold, NJ, 07728

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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 ActivitiesSells Insurance

Erin works full-time as a Financial Advisor at Zonin Wealth Management, specializing in financial planning and investments. She also serves as a New Jersey Notary Public, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
July 2022 - September 2025 · 3 yrs 2 mos
Avantax Investment Services, INC.Broker
March 2022 - September 2025 · 3 yrs 6 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

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.
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