Lynn R. Siewert

EPIC PRIVATE WEALTH

Richland, WA 99352

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CRD#: 1057367

Professional summary

Lynn Raymond Siewert, who also goes by Lynn R Siewert, Lynn Siewert, is a registered financial advisor currently at EPIC PRIVATE WEALTH located in Richland, Washington and CETERA INVESTMENT ADVISERS LLC located in Ridgefield, Washington.

Lynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Lynn has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynn R Siewert | Lynn Siewert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Raymond Siewert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 13, 2018 - Present

EPIC PRIVATE WEALTH

Office #1: 1305 Fowler Street Suite 2c, Richland, WA 99352

RIA

CRD#: 281027

Richland, WA

Current

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

RIDGEFIELD, WA

Past

July 31, 2025 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Ridgefield, WA

Past

August 3, 2017 - April 5, 2018

ADVANCED CORPORATE PLANNING, LLC

RIA

CRD#: 288466

VANCOUVER, WA

Past

July 2, 2012 - July 5, 2017

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

Vancouver, WA

Past

December 13, 2006 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

VANCOUVER, WA

Past

December 1, 2006 - December 12, 2006

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

VANCOUVER, WA

Past

December 1, 2006 - July 3, 2017

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

VANCOUVER, WA

Past

November 20, 2006 - November 20, 2006

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

VANCOUVER, WA

Past

April 9, 1999 - June 4, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

VANCOUVER, WA

Past

January 4, 1999 - December 5, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

VANCOUVER, WA

Past

January 8, 1998 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

April 13, 1988 - January 13, 1998

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

November 26, 1984 - May 12, 1988

WEDBUSH SECURITIES INC.

CRD#: 877

Past

December 15, 1982 - December 6, 1984

BIRR, WILSON & CO., INC.

CRD#: 93

Past

September 2, 1982 - November 23, 1982

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/8/2020)

IAR

Washington
(2/13/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/9/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/13/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/17/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 1/7/1985

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lynn R. Siewert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Raymond Siewert's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

AVANTAX ADVISORY SERVICES

ADVANCED CORPORATE PLANNING, LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

ROBERT THOMAS SECURITIES, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WEDBUSH SECURITIES INC.

BIRR, WILSON & CO., INC.

SOUTHMARK FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/1992

Series 63

Date: 8/13/1982

SIE

Date: 7/3/2017

Series 7

Date: 7/17/1982

Series 8

Date: 1/7/1985

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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