Suzanne Alexandra Winkelmann

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

• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX
• 01/2016 → Present
  First Command Insurance Services
  Fort Worth, TX
• 01/2016 → Present
  First Command Financial Planning , Inc
  Fort Worth, TX

Other Businesses

Name of the other business: Winkelmann Advisory Services, LLC ; Whether the business is investment-related: Yes ; Address of the other business: 7320 Authon Dr Dallas Texas 75248 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 1/1/2024 ; The approximate number of hours/month you devote to the other business: Over 40 ; The number of hours you devote to the other business during securities trading hours: Over 40 ; Briefly describe your duties relating to the other business: Financial Planning DBA First Command Financial

Exams

• S66 Uniform Combined State Law Examination
  2015-11-19
• S63 Uniform Securities Agent State Law Examination
  1998-07-29

Designations

• Chartered Financial Consultant

Other Names

• Suzanne Alexandra Johnston