Erin L. Hinzmann
CETERA INVESTMENT ADVISERS LLC | Financial Advisor
AUSTIN, TX 78750
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CRD#: 4534299
Professional summary
Erin Lynn Hinzmann, who also goes by Erin L Hinzmann, Erin Hinzmann, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Austin, Texas and CETERA WEALTH SERVICES, LLC located in Marble Falls,, Texas.
Erin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Erin has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Intergenerational Planning
Tax Planning Strategies
Retirement Income Strategies
Are you a "fiduciary"?
Yes
Aliases
Erin L Hinzmann | Erin Hinzmann
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) HIGHLAND LAKES CREATIVE ARTS POSITION: At Large Board Member and Paint the Town Co-Chair NATURE: Highland Lakes Creative Arts promotes art education and art tourism in the Lake LBJ/Highland Lakes area in TX. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 05/11/2018 ADDRESS: 321 N Main Street, Giddings TX 78942, US DESCRIPTION: board member that assists in making operational decisions for HLCA and am a co-chair of the plein air event, Paint the Town. 2) HIGHLAND LAKES CREATIVE ARTS POSITION: At Large Board Member and Paint the Town Co-Chair NATURE: Highland Lakes Creative Arts promotes art education and art tourism in the Lake LBJ/Highland Lakes area in Texas. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 05/11/2018 ADDRESS: 321 N Main Street, Giddings TX 78942, US DESCRIPTION: Board meeting 9 times a year. Chair for Paint the Town - Plein Air event with 35 artists, 70 student artists, 300 patrons every April. Collaborate with other board members in application process for annual Marble Falls EDC Community Leverage Grants and Marble Falls Hotel Occupancy Tax grants to promote HLCA events out of market. Participate in the meetings where we speak to each the EDC and HOT committees annually. Sell sponsorships to local businesses for Highland Lakes Creative Arts annually between 1/1 & 4/1 - typically Erin raises approximately $3k per year 4) M S & D J H LIFE INSURANCE TRUST POS: Trustee NATURE: This is a life insurance trust - a brokerage account that has a guaranteed UL second to die policy in it. Bought for the purpose of defraying estate taxes, the trust was set up in 1996. My sister and I are 50/50 beneficiaries of the trust which has the $1M policy in it. The trust has its own TID, so these funds are not in my parents nor anyone else's estate. INV RELATED: No # OF HRS: 1 SECURITIES TRADING HOURS: 0 START: 03/05/2018 ADDRESS: 321 N Main Street, Giddings TX 78942, US DESCRIPTION: Annually, my parents gift $6300 to the trust. I use the funds to pay the annual premium on the life insurance policy. I create a Crummey notice for my sister to acknowledge the gift made in her name to the trust and waives her right to withdraw. 5) DAUNTLESS WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: I am currently at Alliance Wealth Strategies. In the next two weeks, I intend to move over to Dauntless Wealth Management LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 10/31/2024 ADDRESS: 808 9th Street, Suite 105, Marble Falls TX 78620, United States DESCRIPTION: Typical roles and responsibilities of a financial advisor 6) HINZMANN WEALTH MANAGEMENT LLC POSITION: Owner/Sole Member NATURE: LLC to pay payroll and rent with. Using it as a pass through entity so that I did not have to use my personal SS# with the Texas Workforce Commission per the advice of my attorney and CPA. All commissions and fees are paying directly to me, Erin Hinzmann and then I am funding HWM INV RELATED: No # OF HRS: 30 SECURITIES TRADING HRS: 0 START: 10/30/2024 ADDR: 808 9th Street, Suite 105, Marble Falls TX 78620 DESC: Providing Avantax approved financial services.
CRS (Client Relationship Summary) - RIA
Click below to view Erin Lynn Hinzmann's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 13809 Research Blvd. Ste 900, Austin, TX 78750Office #2: 808 9th Street Suite 105, Marble Falls,, TX 78654Office #3: 4407 Bee Cave Rd #621, West Lake, TX 78746Office #4: 321 N Main Street, Giddings, TX 78942RIA
CRD#: 105644
AUSTIN, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 808 9th Street Suite 105, Marble Falls,, TX 78654Office #2: 4407 Bee Cave Rd #621-a, West Lake, TX 78746Office #3: 1517 East Palm Valley Blvd, Round Rock, TX 78664BD
CRD#: 13572
Marble Falls,, TX
Past
May 6, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Giddings, TX
Past
May 6, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Austin, TX
Past
June 14, 2016 - May 13, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
AUSTIN, TX
Past
June 14, 2016 - May 13, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
AUSTIN, TX
Past
February 9, 2007 - June 15, 2016
EDWARD JONES
RIA
CRD#: 250
MARBLE FALLS, TX
Past
July 9, 2002 - June 15, 2016
EDWARD JONES
BD
CRD#: 250
MARBLE FALLS, TX
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Idaho(9/5/2025)
RR
Indiana(9/5/2025)
RR
Iowa(9/5/2025)
RR
Maine(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Mississippi(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Hampshire(9/5/2025)
RR
New Mexico(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Vermont(9/5/2025)
RR
Virginia(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
Financial AdvisorCRD#: 105644Austin, TX 78750TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
