Erin L. Dunagan Hiner

REDW WEALTH LLC

ALBUQUERQUE, NM 87113

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CRD#: 3236031

Professional summary

Erin Lynette Dunagan Hiner, who also goes by Erin Lynette Dunagan, Erin Dunagan, Erin Hiner, is a registered financial advisor currently at REDW WEALTH LLC located in Albuquerque, New Mexico.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Erin has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin Lynette Dunagan | Erin Dunagan | Erin Hiner

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)CHILDREN'S GRIEF CENTER | | HOURS PER MONTH 5 | NATURE OF BUSINESS : OTHER - BOARD OF DIRECTORS - BOARD MEMBER AT LARGE | START DATE: 8/24/2012 12:00:00 AM +00:00

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Lynette Dunagan Hiner'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

May 23, 2023 - Present

REDW WEALTH LLC

Office #1: 8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113

RIA

CRD#: 109446

ALBUQUERQUE, NM

Past

June 6, 2012 - July 29, 2014

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

ALBUQUERQUE, NM

Past

June 6, 2012 - July 29, 2014

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

ALBUQUERQUE, NM

Past

December 16, 2011 - May 30, 2012

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

ALBUQUERQUE, NM

Past

October 28, 2011 - May 30, 2012

NYLIFE SECURITIES LLC

CRD#: 5167

ALBUQUERQUE, NM

Past

July 8, 2011 - August 3, 2011

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

ALBUQUERQUE, NM

Past

July 6, 2011 - August 3, 2011

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

ALBUQUERQUE, NM

Past

March 3, 2008 - March 3, 2011

RBC CAPITAL MARKETS, LLC

CRD#: 31194

ALBUQUERQUE, NM

Past

January 22, 2008 - March 3, 2011

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

ALBUQUERQUE, NM

Past

January 13, 2004 - February 15, 2008

REDW WEALTH LLC

RIA

CRD#: 109446

ALBUQUERQUE, NM

Past

July 21, 1999 - October 31, 2002

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

ALBUQ, NM

Past

June 7, 1999 - October 31, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

REDW WEALTH LLC

REDW ASSET MANAGEMENT, LLC | REDW WEALTH MANAGEMENT | REDW WEALTH LLC | REDW WEALTH | REDW STANLEY FINANCIAL ADVISORS, LLC

CRD#: 109446 / SEC#: 801-57516

RIA

Registered Investment Advisory firm - (5/10/2000 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

Arizona
(6/12/2023)

IAR

New Mexico
(5/23/2023)

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: 5/22/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/29/2008

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 6/28/1999

Futures Managed Funds Examination

Current Firm

REDW WEALTH LLC

REDW ASSET MANAGEMENT, LLC | REDW WEALTH MANAGEMENT | REDW WEALTH LLC | REDW WEALTH | REDW STANLEY FINANCIAL ADVISORS, LLC

CRD#: 109446 / SEC#: 801-57516

RIA

Registered Investment Advisory firm - (5/10/2000 Approved)

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Contact information

Main Address

8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113

Mailing Address

Phone number

(505) 998-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE 2A JUNE 2025 (6/17/2025)

Regulatory assets under management

Total Number of Accounts	1,019
AUM (Assets Under Management)	$ 880,865,022

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/20/2025	Cover Page	Report
10/30/2024	Cover Page	Report
09/05/2023	Cover Page	Report
09/01/2023	Cover Page	Report
08/28/2023	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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Advisor Monitoring

Firm Stability Insights

Erin L. Dunagan Hiner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Lynette Dunagan Hiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

REDW WEALTH LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

REDW WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/2023

Series 63

Date: 3/20/2008

Series 7

Date: 2/29/2008

Series 31

Date: 6/28/1999

Current Firm

REDW WEALTH LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

REDW WEALTH LLC

TRUST BUT VERIFY

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