Lynn Raymond Siewert

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

• 12/2006 → 06/2017
  First Allied Securities, Inc.
  San Diego, CA
• 07/2012 → 06/2017
  First Allied Advisory Services, Inc.
  San Diego, CA
• 05/2017 → 04/2018
  Advanced Corporate Planning, Llc
  Vancouver, WA
• 02/2018 → Present
  Epic Trust Investment Advisors Llc Dba Epic Private Wealth
  Ridgefield, WA
• 09/2017 → 11/2021
  His Eagle Nest, Llc
  Vancouver, WA
• 02/2018 → 07/2025
  Epic Private Wealth
  Ridgefield, WA
• 07/2025 → 09/2025
  Avantax Advisory Services
  Ridgefield, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-02-13 → 2025-12-12
  Legacy Cornerstone Wealth Llc
  Vancouver, WA
  Peoria, AZ
• 2025-07-31 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Ridgefield, WA
• 2017-08-03 → 2018-04-05
  Advanced Corporate Planning, Llc
  Vancouver, WA
• 2012-07-02 → 2017-07-05
  First Allied Advisory Services, Inc.
  Vancouver, WA
  Vancouver, WA
  Vancouver, WA
• 2006-12-01 → 2012-07-02
  First Allied Securities, Inc.
  Vancouver, WA
  Vancouver, WA
• 1999-04-09 → 2003-06-04
  Raymond James Financial Services, Inc.
  Vancouver, WA

Other Businesses

1) Epic Trust Investment Advisors LLC dba Epic Private Wealth; Senior Wealth Advisor; we work closely with individuals, families, and business owners to develop comprehensive financial strategies tailored to their long-term goals- this involves guiding clients through complex financial decisions--such as investment management, retirement planning, estate and trust coordination, tax efficiency, insurance analysis, and legacy planning; Yes; 160; 130; 02/01/2018; 26809 NE 29th Ave Ridgefield WA 98642; My responsibilities include developing tailored financial plans that address retirement income strategies, investment management, estate and trust coordination, tax efficiency, and risk management. I oversee investment portfolios aligned with clients' goals and risk profiles, and I guide clients through key life transitions--such as retirement, inheritance, business exits, or loss of a loved one. 2) Epic Private Wealth; Investment Adviser Representative; Epic Private Wealth is an independent registered RIA. We will be dissolving this RIA within 90 days of our affiliation with Avantax.; Yes; 1; 0; 02/08/2018; 26809 NE 29th Ave Ridgefeild WA 98642;  Epic Private Wealth is a registered investment advisory firm. We will be dissolving this RIA within 90 days of affiliation with Avantax.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-09
• S63 Uniform Securities Agent State Law Examination
  1982-08-13

Other Names

• Lynn Raymond Siewert
• Lynn R Siewert
• Lynn Siewert