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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-29 |
| IL | RA | APPROVED | 2015-12-15 |
Branch Locations
1900 Spring Road, Suite 508, Oak Brook, IL 60523 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Services, Inc | Fort Worth | TX | 04/2011 | Present |
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2011 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
(1)Name of the other business: Linden View Farm Whether the business is investment-related: No Address of the other business: 34738 E 2200 North Rd. Kempton, IL 60946 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Husband of Owner The start date of your relationship: 06/01/18 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: Help wife run business. Monitor expenses/ profitability (2)Name of the other business: Outhouse Financial Services ; Whether the business is investment-related: Yes ; Address of the other business: 34738 E 2200 North Rd Kempton, IL 60946 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner/President ; The start date of your relationship: 10/1/2017 ; 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 Services (3) Name of the other business: St. John's Lutheran Church Whether the business is investment-related: No Address of the other business: 511 W Jackson St. Cullom, IL 60929 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Deacon 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: 6 to 10 Briefly describe your duties relating to the other business: I'm on my Church's Board of Directors serving as interim Deacon.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-01 |
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