Stephen David Thaeler

Current Employers

Employment History

• 03/2001 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 05/2001 → Present
  First Command Financial Services, Inc
  Fort Worth, TX
• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX
• 08/2023 → Present
  Weber State University Mba Program
  Ogden, UT

Previous Registrations

• 2005-01-06 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

(1) Name of the other business: BUNTING, THAELER, AND THAELER LLC ; Whether the business is investment-related: No ; Address of the other business: 5581 S 1375 E, South Ogden, Utah 84403 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Manager ; The start date of your relationship: 12/1/2017 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Collect rent, pay bills, and maintain the office space (2) Name of the other business: Weber State University MBA Program ; Whether the business is investment-related: No ; Address of the other business: Weber State University, MBA program, Goddard School of Business, Ogden, Utah 84408 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Adjunct Professor MBA Program ; The start date of your relationship: 8/1/2023 ; 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: None ; Briefly describe your duties relating to the other business: Teaching one night week at the local university.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-26
• S63 Uniform Securities Agent State Law Examination
  2001-03-23

Designations