Lynn Anne Schmidt

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

• 06/1997 → 09/2025
  Avantax Investment Services, Inc.
  Auburndale, FL
• 01/1999 → 09/2025
  Avantax Insurance Services, Llc
  Auburndale, FL
• 02/2002 → Present
  Legal Shield & Id Shield
  Winter Hven, FL
• 06/2017 → 10/2017
  Lynn Schmidt Self-Rental
  Winter Haven, FL
• 03/2001 → Present
  Lynco Financial & Tax Services Inc
  Auburndale, FL
• 08/2025 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Auburndale, FL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Auburndale, FL

Previous Registrations

• 1999-12-02 → 2025-09-05
  Avantax Advisory Services
  Auburndale, FL

Other Businesses

1) Golden Rule Insurance Co~'NIR'~1495 Sixth Street SE~Winter Haven~FL~33880~Independent Insurance Agent~Insurance Sales Agent~12/1/2004~1hrs~1hrs~submit health insurance applications for appropriate cases. 2) Total Administration Services Grp~'NIR'~1495 Sixth Street SE~Winter Haven~FL~33880~Independent Insurance Agent~Insurance Sales Agent~12/1/2004~1hrs~1hrs~submit application paperwork for appropriate customers. 3) Legal Shield & ID Shield~'NIR'~1495 Sixth Street SE~Winter Haven~FL~33880~Other~Insurance Sales Agent~2/1/2002~1hrs~1hrs~provide insurance product. 4) TOTAL ADMINISTRATION SERVICES GRP POSITION: Insurance Sales Agent NATURE: Independent Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2004 ADDRESS: 917 Keith Lane, Auburndale FL 33823, United States DESCRIPTION: submit application paperwork for appropriate customers 5) LYNCO FINANCIAL & TAX SERVICES INC POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 260 SECURITIES TRADING HOURS: 200 START DATE: 03/01/2001 ADDRESS: 917 Keith Lane, Auburndale FL 33823, United States DESCRIPTION: Tax Preparation and Tax Representation as an Enrolled Agent 6) LEGAL SHIELD & ID SHIELD POSITION: Insurance Sales Agent NATURE: Other INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2002 ADDRESS: 917 Keith Lane, Auburndale FL 33823, United States DESCRIPTION: provide insurance product

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-07

Other Names

• Lynn Anne Schmidt