Erin Michelle Sweitzer

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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

• 05/2016 → Present
  Camelback Retirement Planners
  Phoenix, AZ

Previous Registrations

• 2012-06-28 → 2014-06-24
  Osaic Services, Inc.
  Scottsdale, AZ
  Paradise Valley, AZ
• 2010-08-11 → 2012-01-04
  Osaic Services, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2005-03-28

Other Names

• Erin Michelle Lee
• Erin Michelle Lee