Harold James Roesch

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

• 09/2002 → Present
  First Command Financial Planning, Inc
  Fort Worth, TX
• 02/2003 → Present
  First Command Financial Services, Inc
  Fort Worth, TX
• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX
• 01/2025 → Present
  Vfw Foundation
  Kansas City, MO

Other Businesses

1) Name of the other business: Roesch Associates, LLC Whether the business is investment-related: Yes Address of the other business: 312 Dunn Cir, Hampton VA 23666 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: 04/17/19 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: Owner of Roesch Associates LLC to limit liability and keep business separate from personal assets. Also provides for a tax benefit. (2)Name of the other business: Old Dominion Honor Flight ; Whether the business is investment-related: No ; Address of the other business: 4001 Virginia Beach Blvd. #117 Box #150 Virginia Beach, VA 23452 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: President ; The start date of your relationship: 1/1/2021 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Taking Veterans to Wash DC to see their monuments (3) Name of the other business: VFW Foundation Whether the business is investment-related: No Address of the other business: 406 W 34th Street, Kansas City, MO 64111 Nature of the other business: Other OBA Your position, title, or relationship with the other business: Executive Director The start date of your relationship: Jan 01, 2025 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: None Briefly describe your duties relating to the other business: Executive Director of the VFW Foundation, the foundation works with corporations seeking donors/partnerships to fund the programs of the VFW

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-31
• S63 Uniform Securities Agent State Law Examination
  2003-09-16

Other Names

• Hal Roesch