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Aliina Marie Anton-Erik

Investment Adviser Representative at AVANTAX PLANNING PARTNERS, INC.

Lynnwood, WACRD #6982096Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
1 states

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aliina Marie Anton-erik has worked in the securities industry since 2018. They are registered to provide investment advisory services in Washington.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Washington

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $1,000,0001.25%
$1,000,001 to $2,000,0001.00%
$2,000,001 to $5,000,0000.75%
Over $5,000,0000.60%
Source

Avantax Planning Partners, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AVANTAX PLANNING PARTNERS, INC.Current
7/29/2022Lynnwood, WA
AVANTAX ADVISORY SERVICES
2/7/20208/10/2022Lynnwood, WA
WERNER & C0. RIA, PLLC
8/2/20189/23/2020Seattle, WA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aliina Marie Anton-Erik has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Aliina Marie Anton-Erik - Financial Advisor in Lynnwood, WA | AdvisorFinder