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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2016-04-05 |
| MO | RA | APPROVED | 2016-04-04 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
1714 Deer Tracks Trail Suite 225, Town And Country, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 03/2011 | Present |
| First Command Financial Services, Inc. | Fort Worth | TX | 03/2011 | Present |
| First State Community Bank | Farmington | MO | 08/2008 | Present |
Name of the other business: K Freeman Planning LLC ; Whether the business is investment-related: Yes ; Address of the other business: 1714 Deer Tracks Trail Suite 225 St. Louis, MO 63131 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Independent Contractor/Owner ; The start date of your relationship: 10/1/2020 ; 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: This is for my Financial Advising Business. I have an LLC S-Corp for IC status with First Command
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-06 |
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