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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:

Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-10-03
WA RA APPROVED 2022-10-03
MT RA APPROVED 2022-09-14
TX RA APPROVED_RES 2022-01-06
  • ID RA
    APPROVED
    Since 2022-10-03
  • WA RA
    APPROVED
    Since 2022-10-03
  • MT RA
    APPROVED
    Since 2022-09-14
  • TX RA
    APPROVED_RES
    Since 2022-01-06

Branch Locations

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

59648, MT • United States

410 Central Avenue Suite 522, Great Falls, MT 59401 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Financial Planning, Inc. Fort Worth TX 10/2015 Present
First Command Insurance Services, Inc. Fort Worth TX 10/2015 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 10/2015 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 10/2015 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Other Businesses

CANYON CATTLE COMPANY NOT INVESTMENT RELATED 3155 CANYONVIEW DRIVE, WOLF CREEK, MT 59648 FAMILY CATTLE RANCH/BUSINESS OFFICER POSITION, SECRETARY OF BOARD STARTED 2004 .5 HOURS PER MONTH, NOT DURING TRADING HOURS TAKE NOTES DURING CORPORATION MEETINGS, DISTRIBUTE TO OTHER OFFICERS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-27
S63 Uniform Securities Agent State Law Examination 2015-05-26
  • S65 Uniform Investment Adviser Law Examination
    2015-06-27
  • S63 Uniform Securities Agent State Law Examination
    2015-05-26
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Corry H Juedeman
  • Corry Juedeman Prestidge
  • Corry Juedemann Prestidge

View on SEC IAPD

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