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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Hinzmann is an active financial advisor with Avantax Advisory Services. Erin has been working in the financial industry since 2002, and has experience providing investment planning, retirement planning, estate planning, financial planning, and tax planning services. Erin is registered to offer advisory services in Alaska, California, Colorado, Florida, Idaho, Indiana, Iowa, Maine, Massachusetts, Minnesota, Nevada, New Hampshire, New Mexico, North Carolina, Texas, Vermont, Virginia, and Wisconsin. Erin is also registered with FINRA and the state of Texas. Erin is a member of Highland Lakes Creative Arts, where she serves as a board member and co-chair of the Paint the Town event.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
05/06/2024 - Present
Avantax Advisory Services (Marble Falls, TX)
TX
06/14/2016 - 05/13/2024
AMERIPRISE FINANCIAL SERVICES, LLC (AUSTIN TX)
TX
07/09/2002 - 06/15/2016
EDWARD JONES (MARBLE FALLS TX)
BOTH
Issued 01/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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