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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
NY RA APPROVED 2025-06-04
CO RA APPROVED 2022-04-06
TX RA APPROVED_RES 2019-01-30
  • NY RA
    APPROVED
    Since 2025-06-04
  • CO RA
    APPROVED
    Since 2022-04-06
  • TX RA
    APPROVED_RES
    Since 2019-01-30

Branch Locations

Bellerose Village, NY • United States

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

1277 Kelly Johnson Blvd. Suite 260, Colorado Springs, CO 80920 • 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 04/2016 Present
First Command Insurance Services, Inc Fort Worth TX 04/2016 Present
First Command Advisory Services Fort Worth TX 04/2016 Present
  • 04/2016 → Present
    First Command Financial Planning, Inc
    Fort Worth, TX
  • 04/2016 → Present
    First Command Insurance Services, Inc
    Fort Worth, TX
  • 04/2016 → Present
    Fort Worth, TX
Other Businesses

(1)Name of the other business: Harvest Capital Services Corp Whether the business is investment-related: No Address of the other business: 49 Ontario Rd Bellerose Village NY, 11001 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: 05/09/09 The approximate number of hours/month you devote to the other business: 1 - 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: Entity is an S-Corp that does not conduct any activity of its own aside from facilitating the payroll function (2)Name: Unlock New Worlds Investment-related: No Address: TBD Nature of the other business: Owner/Sole/Partner Your position: Co-Founder Start date: 08/01/21 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: None Description of duties: Assist with ongoing operational development and financial control. Unlock New Worlds is a start-up virtual reality (VR) company. (3) Name of the other business: 810 Doughty LLC Whether the business is investment-related: No Address of the other business: 115 William Street, New York, NY 10005 Nature of the other business: Trustee/Executor/POA Your position, title, or relationship with the other business: Trustee The start date of your relationship: Oct 01, 2025 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: Assist with administering this trust for the benefit of Edward Keller, my brother. Edward requires financial assistance to supplement his living expenses.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-01
  • S66 Uniform Combined State Law Examination
    2016-02-01

View on SEC IAPD

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