Phylis Sandra Bolno

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

• 01/2000 → Present
  Customized Wealth Strategies, Llc
  Phoenix, AZ
• 08/2005 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Selling Fixed Insurance Products Under Name Customized Wealth Solutions, As Insurance Agent, Located at 7772 E. Via Del Sol Drive, Scottsdale, AZ 85255 As of 4/11/2011; Approximately 5% time spent during business hours Conducted at branch, Investment Related. 2. Customized Wealth Strategies, Llc, Sole Owner Of Private Entity Created As Operating Company For Securities, Insurance, And Accounting Business, Investment Related. 3. Owner, Customized Wealth Strategies, LLC, Offering Tax Preparation And Accounting Services, Located at 7772 E. Via Del Sol Drive, Scottsdale, AZ 85255; As of 6/20/2014; Approximately <1% time spent during business hours, Conducted at Branch, Not Investment Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-09
• S63 Uniform Securities Agent State Law Examination
  1998-07-02

Other Names

• Phyl Bolno
• Phylis Sandra Kauffman