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Kari Anne Doorn

First Command Advisory Services

Aurora, CO

Fort Worth, TX

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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-17
TX RA APPROVED 2026-03-17
  • CO RA
    APPROVED
    Since 2026-03-17
  • TX RA
    APPROVED
    Since 2026-03-17

Branch Locations

3033 S. Parker Rd. #400, Aurora, CO 80014 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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
Td Ameritrade Denver CO 09/2015 12/2022
Charles Schwab And Co., Inc. Denver CO 12/2022 05/2023
Fidelity Investments Denver CO 05/2023 03/2026
Fidelity Investments Boston MA 03/2025 03/2026
First Command Brokerage Services, Inc. Fort Worth TX 03/2026 Present
First Command Advisory Services, Inc. Fort Worth TX 03/2026 Present
First Command Insurance Services, Inc. Fort Worth TX 03/2026 Present
  • 09/2015 → 12/2022
    Td Ameritrade
    Denver, CO
  • 12/2022 → 05/2023
    Charles Schwab And Co., Inc.
    Denver, CO
  • 05/2023 → 03/2026
    Fidelity Investments
    Denver, CO
  • 03/2025 → 03/2026
    Fidelity Investments
    Boston, MA
  • 03/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 03/2026 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 03/2026 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Previous Registrations
  • 2025-03-31 → 2026-03-12
    Strategic Advisers Llc
    Denver, CO
    Denver, CO
    Littleton, CO
    Boston, MA
  • 2023-06-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
  • 2022-01-31 → 2023-04-13
    Charles Schwab & Co., Inc.
    Denver, CO
  • 2016-01-26 → 2023-04-13
    Td Ameritrade Investment Management, Llc
    Denver, CO
  • 2016-01-26 → 2022-10-14
    Td Ameritrade, Inc.
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-25
  • S66 Uniform Combined State Law Examination
    2016-01-25
Other Names
  • Kari Ufer
  • Kari Anne Ufer
  • Kari Anne Doorn
  • Kari Doorn

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · Aurora, CO
FIRST COMMAND ADVISORY SERVICES · Aurora, CO
FIRST COMMAND ADVISORY SERVICES · Aurora, CO
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STATE FARM INVESTMENT MANAGEMENT CORP. · Aurora, CO
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