Erin Amanda Lindquist

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

• 07/2020 → Present
  Zonin Wealth Management
  Point Pleasant, NJ
• 11/2020 → 03/2021
  Otf Enterprises Llc
  Freehold Township, NJ
• 01/2020 → 02/2020
  Bath & Body Works, Llc
  Freehold, NJ
• 01/2012 → 05/2020
  Student
  Freehold, NJ
• 03/2022 → 09/2025
  Avantax Investment Services Inc.
  Point Pleasant, NJ
• 03/2022 → 09/2025
  Avantax Advisory Services
  Point Pleasant, NJ
• 11/2017 → 01/2018
  Bath & Body Works, Llc
  Freehold, NJ
• 06/2018 → 08/2018
  Bath & Body Works, Llc
  Freehold, NJ
• 10/2018 → 02/2019
  Bath & Body Works, Llc
  Freehold, NJ
• 03/2019 → 12/2019
  Bath & Body Works, Llc
  Freehold, NJ
• 07/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Freehold, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Freehold, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-07-06 → 2025-09-05
  Avantax Advisory Services
  Pt. Pleasant, NJ
  Freehold, NJ
  Toms River, NJ
  Palm Coast, FL
  Freehold, NJ

Other Businesses

1) ZONIN WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Zonin Wealth Management is a firm specializing in financial planning and investments. The firm offerspersonalized values-based financial planning by working closely with clients and their needs and goals. The firm also offers cashflow analysis, insurance analysis, portfolio management and many other related services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/30/2020 ADDRESS: 35 Court Street, Freehold NJ 07728, United States DESCRIPTION: Assist the advisor in illustrating planning scenarios for her planning work. Assisting in investment and noninsurance communications with clients. Assisting with account paperwork for account maintenance and account opening. 2) NEW JERSEY NOTARY PUBLIC POSITION: Notary NATURE: A Notary Public is a public officer of the State of New Jersey who serves as an impartial witness to the signing of documents and to the acknowledgement of signatures on documents. I am aware that I may not Notarize Investment documents. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/03/2022 ADDRESS: PO Box 452, Trenton NJ 08646, United States DESCRIPTION: As a Notary, I screen the signers of important documents to assure the documents are authentic, the signature is genuine and the signer acted without duress or intimidation. I perform acknowledgements in an individual capacity and as a witness or to attest a signature. I, then, affix my signature, official seal and/or stamp.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-01

Designations

• Certified Financial Planner

Other Names

• Erin A Lindquist
• Erin Lindquist