Norbert Joseph Karczewski

Employer firm

Navy Federal Investment Services, LLC CRD 138459

$2.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 01/2024
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 06/2013 → 01/2024
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 12/2015 → 01/2024
  First Command Advisory Services
  Fort Worth, TX
• 09/2024 → Present
  Navy Federal Financial Group, Llc
  Humble, TX
• 09/2024 → Present
  Navy Federal Investment Services, Llc
  Humble, TX
• 01/2024 → 08/2024
  Magellan Federal
  Arlington, VA

Previous Registrations

• 2015-12-15 → 2024-01-31
  First Command Advisory Services
  Fort Worth, TX
  Houston, TX
  Fort Worth, TX
• 2013-04-10 → 2015-12-15
  First Command Brokerage Services, Inc.
  Pensacola, FL
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-03-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Norb Karczewski
• Norb Karczewski
• Norb Karczewski
• Norbert J Karczewski
• Morbert J Karczewski