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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
TX RA APPROVED_RES 2022-09-26
WA RA APPROVED 2018-07-12
  • TX RA
    APPROVED_RES
    Since 2022-09-26
  • WA RA
    APPROVED
    Since 2018-07-12

Branch Locations

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

10049 Kitsap Mall Blvd Nw Suite 289, Silverdale, WA 98383 • United States

Anacortes, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Financial Planning , Inc. Fort Worth TX 11/2015 Present
First Command Insurance Services , Inc. Forth Worth TX 11/2015 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 11/2015 → Present
    First Command Financial Planning , Inc.
    Fort Worth, TX
  • 11/2015 → Present
    First Command Insurance Services , Inc.
    Forth Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Other Businesses

Name of the other business: Churchill Administrative Services Whether the business is investment-related: No Address of the other business: Anacortes, WA Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jun 01, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 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: This LLC will be formed to consolidate my district's administrators to facilitate an easier and more cost-effective business cycle, and to provide employee benefits to the administrative staff that they do not have now working for individual ICs. The LLC is for litigation protection for me as the central employer for my district's independent contractor's AAs and staff. The workload and efforts dedicated to managing people and staff will be reduced by forming this LLC and will reduce liability too. It is designed to complement my role as a DA and in no way will replace or detract from my duties and affiliation with First Command. Most staff, while not required to be, will be clients of First Command, as they are now working for me as a sole proprietor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-11
  • S66 Uniform Combined State Law Examination
    2015-09-11

View on SEC IAPD

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