Erich James Zielonka

Current Employers

Employment History

• 10/2006 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  San Jose, CA
• 06/2007 → Present
  University Of Ca Berkeley
  Berkeley, CA
• 10/2010 → Present
  Teckel Enterprises, Inc.
  Pleasanton, CA
• 05/2013 → 10/2019
  1St Global Corp.
  Pleasanton, CA
• 05/2013 → 10/2019
  1St Global Advisors, Inc
  Pleasanton, CA
• 05/2013 → 09/2025
  Avantax Insurance Services, Inc.
  Pleasanton, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Pleasanton, CA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Pleasanton, CA
• 01/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Pleasanton, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Chicopee, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Chicopee, MA
  Pleasanton, CA
• 2013-05-30 → 2019-10-25
  1St Global Advisors Inc
  Pleasanton, CA
• 2007-06-18 → 2013-06-05
  Waddell & Reed
  Fairfield, CA
  Concord, CA

Other Businesses

1) ERICH J. ZIELONKA CPA POSITION: Financial Advisor/CPA NATURE: Tax Preparation, wealth management/financial services INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2007; 4900 Hopyard Road, Suite 100, Pleasanton CA 94588, Tax Preparation, wealth management/Financial Services 2) FUK LLC POSITION: Owner NATURE: I have a few rental properties and I created an LLC for my rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 4900 Hopyard RD, Suite 100, Pleasanton CA 94588, United States DESCRIPTION: I manage my rental properties. I collect rent and maintain the dwellings.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-16

Other Names

• Eric James Zielonka
• Eric James Zielonka
• Erich Zielonka