Erin Zumwalt

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2025 → Present
  Word Of Mouth Catering
  Charleston, SC
• 02/2026 → 08/2026
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 10/2024 → 01/2025
  Barrier Islands Free Medical Clinic
  Johns Island, SC
• 03/2002 → 06/2023
  Us Navy
  Washington, DC
• 07/2023 → 09/2024
  Unemployed
  Charleston, SC
• 02/2025 → 01/2026
  Unemployed
  Charleston, SC
• 08/2026 → Present
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 08/2026 → Present
  First Command Advisory Services, Inc
  Fort Worth, TX
• 08/2026 → Present
  First Command Insurance Services, Inc
  Fort Worth, TX

Other Businesses

Name of the other business: Word of Mouth Catering Whether the business is investment-related: No Address of the other business: Charleston SC 29412 Nature of the other business: Other OBA Your position, title, or relationship with the other business: Co-owner The start date of your relationship: Sep 01, 2025 The approximate number of hours/month you devote to the other business: 11 to 20 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: Administrative duties and book keeping

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-04
• S63 Uniform Securities Agent State Law Examination
  2026-06-23