Erin Lynn Hinzmann

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 05/2024
  Ameriprise Financial Services, Llc
  Austin, TX
• 05/2024 → 11/2024
  Alliance Wealth Strategies Llc
  Giddings, TX
• 05/2024 → 09/2025
  Avantax Investment Services Inc.
  Marble Falls, TX
• 05/2024 → 09/2025
  Avantax Advisory Services
  Marble Falls, TX
• 05/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Marble Falls, TX
• 03/2018 → Present
  M Scott & Dana J Hinzmann1996 Life Insurance Trust
  Marble Falls, TX
• 05/2018 → Present
  Highland Lakes Creative Arts
  Marble Falls, TX
• 05/2024 → 11/2024
  Alliance Wealth Strategies Llc
  Giddings, TX
• 05/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Marble Falls, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Austin, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2024 → Present
  Dauntless Wealth Management, Llc
  Marble Falls, TX

Previous Registrations

• 2024-05-06 → 2025-09-05
  Avantax Advisory Services
  Marble Falls,, TX
  Dripping Springs, TX
  Giddings, TX
  West Lake, TX
  Dallas, TX
  Austin, TX
• 2016-06-14 → 2024-05-13
  Ameriprise Financial Services, Llc
  Austin, TX
• 2007-02-09 → 2016-06-15
  Edward Jones
  Austin, TX
  Marble Falls, TX

Other Businesses

1) HIGHLAND LAKES CREATIVE ARTS POSITION: At Large Board Member and Paint the Town Co-Chair NATURE: Highland Lakes Creative Arts promotes art education and art tourism in the Lake LBJ/Highland Lakes area in TX. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 05/11/2018 ADDRESS: 321 N Main Street, Giddings TX 78942, US DESCRIPTION: board member that assists in making operational decisions for HLCA and am a co-chair of the plein air event, Paint the Town. 2) HIGHLAND LAKES CREATIVE ARTS POSITION: At Large Board Member and Paint the Town Co-Chair NATURE: Highland Lakes Creative Arts promotes art education and art tourism in the Lake LBJ/Highland Lakes area in Texas. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 05/11/2018 ADDRESS: 321 N Main Street, Giddings TX 78942, US DESCRIPTION: Board meeting 9 times a year. Chair for Paint the Town - Plein Air event with 35 artists, 70 student artists, 300 patrons every April. Collaborate with other board members in application process for annual Marble Falls EDC Community Leverage Grants and Marble Falls Hotel Occupancy Tax grants to promote HLCA events out of market. Participate in the meetings where we speak to each the EDC and HOT committees annually. Sell sponsorships to local businesses for Highland Lakes Creative Arts annually between 1/1 & 4/1 - typically Erin raises approximately $3k per year 4) M S & D J H LIFE INSURANCE TRUST POS: Trustee NATURE: This is a life insurance trust - a brokerage account that has a guaranteed UL second to die policy in it. Bought for the purpose of defraying estate taxes, the trust was set up in 1996. My sister and I are 50/50 beneficiaries of the trust which has the $1M policy in it. The trust has its own TID, so these funds are not in my parents nor anyone else's estate. INV RELATED: No # OF HRS: 1 SECURITIES TRADING HOURS: 0 START: 03/05/2018 ADDRESS: 321 N Main Street, Giddings TX 78942, US DESCRIPTION: Annually, my parents gift $6300 to the trust. I use the funds to pay the annual premium on the life insurance policy. I create a Crummey notice for my sister to acknowledge the gift made in her name to the trust and waives her right to withdraw. 5) DAUNTLESS WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: I am currently at Alliance Wealth Strategies. In the next two weeks, I intend to move over to Dauntless Wealth Management LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 10/31/2024 ADDRESS: 808 9th Street, Suite 105, Marble Falls TX 78620, United States DESCRIPTION: Typical roles and responsibilities of a financial advisor 6) HINZMANN WEALTH MANAGEMENT LLC POSITION: Owner/Sole Member NATURE: LLC to pay payroll and rent with. Using it as a pass through entity so that I did not have to use my personal SS# with the Texas Workforce Commission per the advice of my attorney and CPA. All commissions and fees are paying directly to me, Erin Hinzmann and then I am funding HWM INV RELATED: No # OF HRS: 30 SECURITIES TRADING HRS: 0 START: 10/30/2024 ADDR: 808 9th Street, Suite 105, Marble Falls TX 78620 DESC: Providing Avantax approved financial services.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-25
• S63 Uniform Securities Agent State Law Examination
  2002-07-12

Other Names

• Erin Hinzmann
• Erin L Hinzmann