Marco Luis Contreras

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

• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX
• 12/2014 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 12/2014 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

(1)Name: Karimarco Inc Investment-related: No Address: 9720 Pine Thickett Ave Las Vegas, NV 89147 Nature of the other business: Real Estate/Rental Property Your position: President Start date: 03/01/17 The approximate number of hours/month you devote to the other business: 1 - 5 During securities trading hours: None Description of duties: We have a condo that we rent out (2)Name of the other business: Armed Services YMCA ; Whether the business is investment-related: No ; Address of the other business: Armed Services YMCA Twentynine Palms, CA Bldg. 693 Del Valle Drive, Suite 102 PO Box 6002, Twentynine Palms, CA 92278 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Board Member ; The start date of your relationship: 6/29/2022 ; 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: I was asked and accepted an offer to sit on the board of the Armed Services YMCA supporting the Twentynine Palms, CA chapter. (3) Name of the other business: Turo Rental Whether the business is investment-related: No Address of the other business: Las Vegas, NV Nature of the other business: Other OBA Your position, title, or relationship with the other business: Vehicle Owner The start date of your relationship: Aug 01, 2024 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: I have an extra vehicle listed for rent on Turo

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-04
• S63 Uniform Securities Agent State Law Examination
  2012-09-25

Other Names

• Marco Contreras
• Marco L. Contreras