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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:

Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-12-15
  • TX RA
    APPROVED
    Since 2015-12-15

Branch Locations

4200 S Hulen St Ste 513, Fort Worth, TX 76109 • United States

Alvarado, TX • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Financial Planning, Inc. Fort Worth TX 11/2002 Present
First Command Financial Services, Inc Fort Worth TX 04/2003 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 11/2002 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 04/2003 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Previous Registrations
  • 2005-01-04 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Other Businesses

(1) Name: Schuhouse Financial Services, Inc. Investment-related: Yes Address: 8001 Walnut Dr Alvarado, TX 76009 Nature of the other business: Owner/Sole/Partner Your position: Financial Advisor/President Start date: 5/1/2007 The approximate number of hours/month you devote to the other business: Over 40 During securities trading hours: Over 40 Description of duties: Structured my independent contractor status with First Command as an S-Corp for tax filing purposes. (2) Name of the other business: Heroes in Mind Whether the business is investment-related: No Address of the other business: 1121 S Carroll Ave, Southlake, TX 76092 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Director The start date of your relationship: Feb 25, 2026 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: 1 to 5 Briefly describe your duties relating to the other business: Network and share ideas to help raise capital to provide access to state-of-the-art mental health care - specifically Transcranial Magnetic Stimulation (TMS), neuroimaging, and advanced applications of neuroscience - to Gold Star families, veterans, and first responders. The funds we raise ensure our nation's heroes, and their families, receive the treatment they need to move a step closer to a healthy and productive life.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-30
S63 Uniform Securities Agent State Law Examination 2003-02-01
  • S65 Uniform Investment Adviser Law Examination
    2004-11-30
  • S63 Uniform Securities Agent State Law Examination
    2003-02-01
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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