Erin Lea Dwyer

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Portland, OR
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Portland, OR

Other Businesses

Fiduciary Activities; POA for Life Insurance information only as per divorce decree. Other Business Activities; Victory Academy; Asking friends and family for donations; 27960 SW Canyon Creek Road, Wilsonville, OR 97070, ,; ; 03/03/2015; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-02-15

Designations

• Certified Financial Planner

Other Names

• Erin Lea Parnell