Erin Lindquist
Erin Lindquist is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Freehold, NJ, with 3 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
Freehold, NJ
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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 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
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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