Keri L Finkenbinder

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

• 06/2019 → 03/2021
  Turtle Nest Planning
  Tampa, FL
• 06/2016 → 06/2019
  Turtle Nest Planning
  Evans, GA
• 03/2021 → 06/2025
  Kennedy Park Wealth Management
  Tampa, FL
• 06/2025 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 06/2025 → Present
  First Command Investment Advisory Services, Inc.
  Fort Worth, TX
• 06/2025 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

Name of the other business: OJAS Wealth Management LLC Whether the business is investment-related: Yes Address of the other business: Lithia, FL Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jun 09, 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: 1 to 5 Briefly describe your duties relating to the other business: LLC established for advisor business

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-14
• S63 Uniform Securities Agent State Law Examination
  2024-11-26

Other Names

• Keri Lynn Blankenhagen