Aliina M. Anton-erik

AVANTAX PLANNING PARTNERS

Lynnwood, WA 98036

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CRD#: 6982096

Professional summary

Aliina Marie Anton-erik, who also goes by Aliina Erik Anton, Aliina M Erik, Hibbard, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Lynnwood, Washington.

Aliina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Aliina has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aliina Erik Anton | Aliina M Erik | Hibbard

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) WERNER, O'MEARA & CO., PLLC; POSITION: My 100% owned S-corp (Anton-Erik & Co) is a 30% member in this entity NATURE: Tax, accounting, and business consulting firm. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2018; ADDRESS: 19109 36th Ave W, Ste 213, Lynnwood WA 98036, United States DESCRIPTION: My responsibilities include, firm and employee management, client management, tax return reviews, tax and business consulting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aliina Marie Anton-erik'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

July 29, 2022 - Present

AVANTAX PLANNING PARTNERS, INC.

Office #1: 19109 36th Ave W Ste 213, Lynnwood, WA 98036

RIA

CRD#: 106237

Lynnwood, WA

Past

February 7, 2020 - August 10, 2022

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Lynnwood, WA

Past

August 2, 2018 - September 23, 2020

WERNER & C0. RIA, PLLC

RIA

CRD#: 117204

SEATTLE, WA

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".

AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES

CRD#: 106237 / SEC#: 801-50939

RIA

Registered Investment Advisory firm - (1/17/1996 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

Washington
(7/29/2022)

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

Current Firm

AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES

CRD#: 106237 / SEC#: 801-50939

RIA

Registered Investment Advisory firm - (1/17/1996 Approved)

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Contact information

Main Address

3390 Asbury Road, Dubuque, IA 52002-2801

Mailing Address

Phone number

(563) 582-2855

Established

Firm type

Fiscal year end

# of Employees

254

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APP ADV PART 2A BROCHURE (10/16/2025)

Regulatory assets under management

Total Number of Accounts	13,679
AUM (Assets Under Management)	$ 6,933,162,284

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/20/2024	Cover Page	Report
11/28/2023	Cover Page	Report
12/16/2022	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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Aliina M. Anton-erik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aliina Marie Anton-erik's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX PLANNING PARTNERS, INC.

AVANTAX ADVISORY SERVICES

WERNER & C0. RIA, PLLC

Primary Firm SEC Registration

AVANTAX PLANNING PARTNERS, INC.

State Registrations and Notice Filings

Exams

Current Firm

AVANTAX PLANNING PARTNERS, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AVANTAX PLANNING PARTNERS, INC.

TRUST BUT VERIFY

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